Original filing (PDF)20241015121141NAL0057486754001

VIRGINIA E ROBERTS

Name: VIRGINIA E ROBERTS — VIRGINIA E ROBERTS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: VIRGINIA E ROBERTS

Form 5500-SF

FILING_RECEIVED

VIRGINIA E ROBERTS 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA E ROBERTS.

Plan sponsor

Name

VIRGINIA E ROBERTS

EIN

16-1473732

Address

4550 MILLENNIUM DR STE 3 · GENESEO, NY · 144541199

Phone

(585) 243-3890

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-11

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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