How big is Edelstein Gilbert Robson & Smith's plan?

Edelstein Gilbert Robson & Smith's plan reported $6.4M in assets and 6 participants for 2024.

Original filing (PDF)20250708170105NAL0006676768001

Edelstein Gilbert Robson & Smith

Name: Edelstein Gilbert Robson & Smith — Edelstein and, Form 5500 (2024)
Creator: Edelstein Gilbert Robson & Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edelstein and Gilbert 401(k) Profit Sharing Plan

401(k) retirement plan · Edelstein Gilbert Robson & Smith's Edelstein and Gilbert 401(k) Profit Sharing Plan held $6.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Edelstein Gilbert Robson & Smith's EIN is 94-3348594.

EIN 94-3348594

Plan number 001

Plan year 2024

ACK ID 20250708170105NAL0006676768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edelstein Gilbert Robson & Smith from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edelstein Gilbert Robson & Smith's plan includes profit-sharing, a 401(k) feature, 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 EDELSTEIN GILBERT ROBSON & SMITH.

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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