How big is Roberta M. BYRD DBA BYRD Investments' plan?

Roberta M. BYRD DBA BYRD Investments' plan reported $8.1M in assets and 3 participants for 2025.

Original filing (PDF)20260414214309NAL0024489330001

Roberta M. BYRD DBA BYRD Investments

Name: Roberta M. BYRD DBA BYRD Investments — BYRD Investme, Form 5500 (2025)
Creator: Roberta M. BYRD DBA BYRD Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BYRD Investments Profit Sharing Plan and Trust

Defined-contribution retirement plan · Roberta M. BYRD DBA BYRD Investments' BYRD Investments Profit Sharing Plan and Trust held $8.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Roberta M. BYRD DBA BYRD Investments' EIN is 92-1407413.

EIN 92-1407413

Plan number 001

Plan year 2025

ACK ID 20260414214309NAL0024489330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roberta M. BYRD DBA BYRD Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roberta M. BYRD DBA BYRD Investments' plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTA M. BYRD DBA BYRD INVESTMENTS.

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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