Original filing (PDF)20240702113606NAL0010628178001

F.W. ROBERTS MANUFACTURING CO., INC.

Name: F.W. ROBERTS MANUFACTURING CO., INC. — F.W. ROBERTS MANUFACTURING CO., INC. PENSION PLAN, Form 5500 (2022)
Creator: F.W. ROBERTS MANUFACTURING CO., INC.

Form 5500-SF

FILING_RECEIVED

F.W. ROBERTS MANUFACTURING CO., INC. PENSION PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 7.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for F.W. ROBERTS MANUFACTURING CO., INC..

Plan sponsor

Name

F.W. ROBERTS MANUFACTURING CO., INC.

EIN

16-0610330

Address

73 LOCK STREET · LOCKPORT, NY · 14094

Phone

(716) 434-3555

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-07-02

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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