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Original filing (PDF)20260223071726NAL0000722147001
ROBERTS-GORDON LLC
Form 5500-SF
FILING_RECEIVED
ROBERTS-GORDON PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
85
/ 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
75
Participation health
90
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS-GORDON LLC.
Plan sponsor
Name
ROBERTS-GORDON LLC
EIN
16-1561076
Address
1250 WILLIAM STREET · BUFFALO, NY · 14206
Phone
(716) 852-4400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-23
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
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 providersRelated plans
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