How big is Robertson/Sherwood/Architects, P.C.'s plan?

Robertson/Sherwood/Architects, P.C.'s plan reported $3.0M in assets and 7 participants for 2024.

Original filing (PDF)20250610123335NAL0043777554001

Robertson/Sherwood/Architects, P.C.

Name: Robertson/Sherwood/Architects, P.C. — Robertson/Sher, Form 5500 (2024)
Creator: Robertson/Sherwood/Architects, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robertson/Sherwood/Architects, P.C. Employee Savings Plan

401(k) retirement plan · Robertson/Sherwood/Architects, P.C.'s Robertson/Sherwood/Architects, P.C. Employee Savings Plan held $3.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Robertson/Sherwood/Architects, P.C.'s EIN is 93-0743694.

EIN 93-0743694

Plan number 002

Plan year 2024

ACK ID 20250610123335NAL0043777554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robertson/Sherwood/Architects, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robertson/Sherwood/Architects, P.C.'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 ROBERTSON/SHERWOOD/ARCHITECTS, P.C..

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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 (85th percentile).

Plan sponsor

Name

ROBERTSON/SHERWOOD/ARCHITECTS, P.C.

EIN

all filings

Address

132 E. BROADWAY, SUITE 540 · EUGENE, OR · 97401

Phone

(541) 342-8077

Industry

Professional & Technical Services

Plan administrator