How big is George Roberts Inc.'s plan?

George Roberts Inc.'s plan reported $8K in assets and 6 participants for 2024.

Original filing (PDF)20250719191015NAL0003193073001

George Roberts Inc.

Name: George Roberts Inc. — George Roberts Inc. 401(k), Form 5500 (2024)
Creator: George Roberts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George Roberts Inc. 401(k)

401(k) retirement plan · George Roberts Inc.'s George Roberts Inc. 401(k) held $8K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed George Roberts Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

George Roberts Inc.'s EIN is 20-5804452.

EIN 20-5804452

Plan number 001

Plan year 2024

ACK ID 20250719191015NAL0003193073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE ROBERTS INC.

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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