How big is Roberts & SON Inc.'s plan?

Roberts & SON Inc.'s plan reported $14K in assets and 35 participants for 2024.

Original filing (PDF)20250725051042NAL0005489649001

Roberts & SON Inc.

Name: Roberts & SON Inc. — Form 5500 (2024)
Creator: Roberts & SON Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts & SON Inc.

401(k) retirement plan · Roberts & SON Inc. held $14K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Ronald Kaznowski signed Roberts & SON Inc.'s 2024 Form 5500 as plan administrator.

Ronald Kaznowski — 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

Roberts & SON Inc.'s EIN is 22-2266396.

EIN 22-2266396

Plan number 001

Plan year 2024

ACK ID 20250725051042NAL0005489649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts & SON 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 ROBERTS & SON INC.

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Plan health score

Above-average plan

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

Knocking points off