Original filing (PDF)20250911111200NAL0000611666001

ROBERT J. CUSTIS PC

Name: ROBERT J. CUSTIS PC — ROBERT J. CUSTIS PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT J. CUSTIS PC

Form 5500-SF

FILING_RECEIVED

ROBERT J. CUSTIS PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

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.

Decision-maker contacts

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

Plan sponsor

Name

ROBERT J. CUSTIS PC

EIN

93-1233499all filings

Address

PO BOX 2182 · SALEM, OR · 973082182

Phone

(503) 378-0624

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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