Larisa Purdy signed Roberts Gordon LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roberts Gordon LLC's EIN is 16-1561076.
Download the official 2024 Form 5500 (PDF) for Roberts Gordon LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roberts Gordon LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | — | SANTA BARBARA, CA | RETAINED BY EMPLOYER | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK STABLE VALUE FUND CIT · EIN 80-6136981 / PN 001 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK WEALTH MANAGEMENT, LLC | 45-5553673 | ST. PAUL, MN | RIA | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASCEW, & CO., LLP | 58-0662558 | — | AUDITOR | $24K | — |
