How big is Roberts Mechanical Equip's plan?

Roberts Mechanical Equip's plan reported $7K in assets and 7 participants for 2024.

Original filing (PDF)20250729141527NAL0004053712001

Roberts Mechanical Equip

Name: Roberts Mechanical Equip — Roberts Mechanical Equip, Form 5500 (2024)
Creator: Roberts Mechanical Equip
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Mechanical Equip SOCA Benefit Plan

Health & welfare plan · Roberts Mechanical Equip's Roberts Mechanical Equip SOCA Benefit Plan held $7K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Roberts Mechanical Equip's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roberts Mechanical Equip's EIN is 02-0581138.

EIN 02-0581138

Plan number 501

Plan year 2024

ACK ID 20250729141527NAL0004053712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberts Mechanical Equip from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts Mechanical Equip's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS MECHANICAL EQUIP.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score