How big is Peebles Bergin Schulte & Robinson L's plan?

Peebles Bergin Schulte & Robinson L's plan reported $6.4M in assets and 20 participants for 2024.

Original filing (PDF)20250918100444NAL0001584560001

Peebles Bergin Schulte & Robinson L

Name: Peebles Bergin Schulte & Robinson L — Peebles Bergin, Form 5500 (2024)
Creator: Peebles Bergin Schulte & Robinson L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peebles Bergin Schulte & Robinson LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Peebles Bergin Schulte & Robinson L's Peebles Bergin Schulte & Robinson LLP 401(k) Profit Sharing Plan held $6.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Peebles Bergin Schulte & Robinson L's EIN is 91-1811960.

EIN 91-1811960

Plan number 001

Plan year 2024

ACK ID 20250918100444NAL0001584560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peebles Bergin Schulte & Robinson L from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peebles Bergin Schulte & Robinson L'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 PEEBLES BERGIN SCHULTE & ROBINSON L.

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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

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 (90th percentile).

Plan sponsor

Name

PEEBLES BERGIN SCHULTE & ROBINSON L

EIN

all filings

Address

2020 L STREET, SUITE 250 · SACRAMENTO, CA · 95811

Phone

(916) 441-2700

Industry

Law Offices· Professional & Technical Services

Plan administrator