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ROBERTS & HOLLAND LLP — THE RESTATED ROBERTS & HOLLAND RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240930113356NAL0009315232001
ROBERTS & HOLLAND LLP
Form 5500-SF
FILING_RECEIVED
THE RESTATED ROBERTS & HOLLAND RETIREMENT PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
71
Plan assets (EOY)
$75.3M
Net assets (EOY)
$75.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERTS & HOLLAND LLP
.
Find decision makers
Plan sponsor
Name
ROBERTS & HOLLAND LLP
EIN
13-1833405
Address
1675 BROADWAY, 17TH FLOOR · NEW YORK, NY · 100195844
Phone
(212) 903-8700
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
ROBERTS & HOLLAND RET. PLAN COMM.
EIN
13-3362730
City
NEW YORK, NY
Phone
(212) 903-8700
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-02-01
Tax period
2024-01-31
Filed
2024-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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