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ROBERTS GORDON LLC — SPECIFIED AIR SOLUTIONS LLC/RAPID UNION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250924061058NAL0007171777001
ROBERTS GORDON LLC
Form 5500-SF
FILING_RECEIVED
SPECIFIED AIR SOLUTIONS LLC/RAPID UNION 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
20
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERTS GORDON LLC
.
Find decision makers
Plan sponsor
Name
ROBERTS GORDON LLC
EIN
16-1561076
Address
1100 7 MILE RD NW · COMSTOCK PARK, MI · 49321
Phone
(616) 827-4842
Industry
Manufacturing
see all
Plan administrator
Name
ROBERTS GORDON LLC
EIN
16-1561076
City
BUFFALO, NY
Phone
(716) 852-4400
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
54% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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