Robert G. Furst & Associates, Ltd 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Robert G. Furst & Associates, Ltd
  • Sponsor EIN: 860987251
  • Sponsor Address: 15802 N. 71ST ST, #303, SCOTTSDALE, AZ, 85254
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $4.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$4.4M$0$0
20241$4.4M$0$0
20230$4.7M$0$0
20221$4.4M$0$0

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