Original filing (PDF)20250509105343NAL0013586913001

ROBERTS OFFICE INTERIORS

Name: ROBERTS OFFICE INTERIORS — ROBERTS OFFICE INTERIORS SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERTS OFFICE INTERIORS

Form 5500-SF

FILING_RECEIVED

ROBERTS OFFICE INTERIORS SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 ROBERTS OFFICE INTERIORS.

Plan sponsor

Name

ROBERTS OFFICE INTERIORS

EIN

16-1560364

Address

144 HANGAR RD · ROME, NY · 134414116

Phone

(315) 334-1388

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

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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