What public Form 5500 filings show about the Roberts Aircraft Co. 401(k) plan — and how to find and check your own account.
Roberts Aircraft Co. (EIN 82-0225558) reports ROBERTS AIRCRAFT CO. 401(K) PLAN on its most recent Form 5500, with $8.3M in plan assets across 108 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Roberts Aircraft Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Roberts Aircraft Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
