What public Form 5500 filings show about the Roberts Company, Inc. 401(k) plan — and how to find and check your own account.
Roberts Company, Inc. (EIN 72-0719149) reports ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST on its most recent Form 5500, with $9.3M in plan assets across 677 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 Company, Inc. 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 Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CADENCE INSURANCE, REGIONS BANK, UNITED HEALTHCARE SERVICES.
