How big is Robert L Bankson's plan?

Robert L Bankson's plan reported $3.2M in assets and 2 participants for 2025.

Original filing (PDF)20260418154114NAL0020575121001

Robert L Bankson

Name: Robert L Bankson — Robert L Bankson CPA Fidelity, Form 5500 (2025)
Creator: Robert L Bankson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L Bankson CPA Fidelity Defined Contribution Retirement Plan and Trust

Defined-contribution retirement plan · Robert L Bankson's Robert L Bankson CPA Fidelity Defined Contribution Retirement Plan and Trust held $3.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Robert Bankson signed Robert L Bankson's 2025 Form 5500 as plan administrator.

Robert Bankson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert L Bankson's EIN is 95-3977208.

EIN 95-3977208

Plan number 001

Plan year 2025

ACK ID 20260418154114NAL0020575121001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert L Bankson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert L Bankson's plan includes money-purchase contributions.

Decision-maker contacts

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

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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