What public Form 5500 filings show about the Roberts and Roberts, Inc. 401(k) plan — and how to find and check your own account.
Roberts and Roberts, Inc. (EIN 59-2895927) reports ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL on its most recent Form 5500, with $3.5M 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 and Roberts, Inc. filing — schedules, fees, and providers.
Roberts and Roberts, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Roberts and Roberts, Inc.HR for the recordkeeper’s name and login.
