How big is George W. Robertson, CFP's plan?

George W. Robertson, CFP's plan reported $1.1M in assets and 1 participants for 2025.

Original filing (PDF)20260406115448NAL0009085251001

George W. Robertson, CFP

Name: George W. Robertson, CFP — George W. Robertson, CFP, Form 5500 (2025)
Creator: George W. Robertson, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George W. Robertson, CFP 401(k) Plan

401(k) retirement plan · George W. Robertson, CFP's George W. Robertson, CFP 401(k) Plan held $1.1M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

George Robertson signed George W. Robertson, CFP's 2025 Form 5500 as plan administrator.

George Robertson — 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

George W. Robertson, CFP's EIN is 91-1512030.

EIN 91-1512030

Plan number 001

Plan year 2025

ACK ID 20260406115448NAL0009085251001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for George W. Robertson, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

George W. Robertson, CFP'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 GEORGE W. ROBERTSON, CFP.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score