How big is Roberson Ltd.'s plan?

Roberson Ltd.'s plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20251027182112NAL0005579747001

Roberson Ltd.

Name: Roberson Ltd. — Roberson Ltd. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Roberson Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberson Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roberson Ltd.'s Roberson Ltd. 401(k) Profit Sharing Plan & Trust held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Charlezetta Roberson signed Roberson Ltd.'s 2024 Form 5500 as plan administrator.

Charlezetta Roberson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roberson Ltd.'s EIN is 20-1901401.

EIN 20-1901401

Plan number 001

Plan year 2024

ACK ID 20251027182112NAL0005579747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberson Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberson Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score