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Original filing (PDF)20251015114328NAL0002346099001
ROBERTET, INC.
Form 5500
FILING_RECEIVED
ROBERTET USA 401(K) PLAN
401(k) retirement plan
Active participants
404
Accounts w/ balance
517
Plan assets (EOY)
$111.9M
Net assets (EOY)
$111.9M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTET, INC..
Plan sponsor
Name
ROBERTET, INC.
EIN
22-2273649
Address
400 INTERNATIONAL DRIVE · MT. OLIVE, NJ · 07828
Phone
(201) 405-2007
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
19 direct securities· $109.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund (1) | — | — | — | $25.5M | 22.8% | |
| Vanguard Growth Index Admiral Mutual Fund (1) | — | — | — | $13.9M | 12.4% | |
| American Funds New Perspective R6 Mutual Fund (1) | — | — | — | $11.2M | 10.0% | |
| Key Guaranteed Portfolio Fund Group Annuity Contract (1) | — | — | — | $9.8M | 8.8% | |
| Dodge & Cox Income X Mutual Fund (1) | — | — | — | $8.5M | 7.6% | |
| Vanguard Value Index Admiral Mutual Fund (1) | — | — | — | $6.7M | 5.9% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund (1) | — | — | — | $6.5M | 5.8% | |
| Vanguard Balanced Index Fund Mutual Fund (1) | — | — | — | $5.4M | 4.8% | |
| BlackRock Mid-Cap Growth Equity Common/Collective Trust (1) | — | — | — | $3.6M | 3.2% | |
| Baron Discovery R6 Mutual Fund (1) | — | — | — | $3.5M | 3.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund (1) | — | — | — | $3.1M | 2.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund (1) | — | — | — | $2.2M | 2.0% | |
| Baillie Gifford Emerging Markets Eqs K Mutual Fund (1) | — | — | — | $2.1M | 1.9% | |
| Vanguard Real Estate Index Admiral Mutual Fund (1) | — | — | — | $1.8M | 1.6% | |
| Participant Loans Interest rates ranging from 3.25%-9.50% $-0- | — | — | — | $1.7M | 1.5% | |
| Vanguard Short-Term Treasury Admiral Mutual Fund (1) | — | — | — | $1.5M | 1.3% | |
| Vanguard Long-Term Treasury Admiral Mutual Fund (1) | — | — | — | $1.4M | 1.2% | |
| Dodge & Cox Global Bond Mutual Fund (1) | — | — | — | $1.2M | 1.1% | |
| First Eagle Gold Fund R6 Mutual Fund (1) | — | — | — | $268K | 0.2% |
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