How big is Robert Erickson's plan?

Robert Erickson's plan reported $134K in assets and 47 participants for 2024.

Original filing (PDF)20250917115219NAL0000495936001

Robert Erickson

Name: Robert Erickson — Robert Erickson 401(k) Profit, Form 5500 (2024)
Creator: Robert Erickson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Erickson 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert Erickson's Robert Erickson 401(k) Profit Sharing Plan & Trust held $134K in plan assets for 47 participants in 2024.

Signals · 1

Late filing · 34.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Robert Erickson signed Robert Erickson's 2024 Form 5500 as plan administrator.

Robert Erickson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert Erickson's EIN is 90-0130740.

EIN 90-0130740

Plan number 001

Plan year 2024

ACK ID 20250917115219NAL0000495936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Erickson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Erickson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT ERICKSON.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 34.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ROBERT ERICKSON

EIN

all filings

Address

340 MAIN STREET 853 · WORCESTER, MA · 01608

Phone

(508) 373-4307

Industry

Admin Support & Waste Mgmt

Plan administrator