ROBS Forms

Onboard Documents

Simply download and complete the new client information and new client agreement packages below and send them over to your specialist to get started.

New Client InformationNew Client Agreement

IRS Form 5500 Requirements

To properly file your IRS Form 5500, which is due July 31 each year, we will need the following items completed and sent to 5500filing@irafinancial.com.

  • 2025 Plan Year-End Summary
  • 2025 Employee Census Form
  • A copy of your C-Corporation valuation as of 12/31/2025 prepared by a third party
  • A copy of your Fidelity/ERISA bond (if you have employees other than yourself)
  • If you have brokerage accounts or other outside checking accounts for the 401(k) plan, we will need copies of your statements as of 12/31/25 (we do not need your corporate bank account information)

Additional Information

For more detailed information on the ROBS solution and how it works, download our info kit.

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IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.

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