How big is Roberts & Allan's plan?

Roberts & Allan's plan reported $5.3M in assets and 3 participants for 2024.

Original filing (PDF)20251007181516NAL0002643459001

Roberts & Allan

Name: Roberts & Allan — Roberts & Allan Profit Sharing, Form 5500 (2024)
Creator: Roberts & Allan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts & Allan Profit Sharing 401(k) Plan

401(k) retirement plan · Roberts & Allan's Roberts & Allan Profit Sharing 401(k) Plan held $5.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Roberts & Allan's EIN is 94-2451403.

EIN 94-2451403

Plan number 001

Plan year 2024

ACK ID 20251007181516NAL0002643459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberts & Allan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts & Allan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS & ALLAN.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ROBERTS & ALLAN

EIN

all filings

Address

2824 PARK AVENUE, SUITE B · MERCED, CA · 95348

Phone

(209) 383-2442

Industry

CPA Offices· Professional & Technical Services

Plan administrator