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Original filing (PDF)20250723131525NAL0002044915001

ROBSON FORENSIC, INC.

Form 5500
FILING_RECEIVED
ROBSON FORENSIC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 8.2 moNo recordkeeper disclosed
Active participants
143
Accounts w/ balance
166
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 8.2 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBSON FORENSIC, INC..
Plan sponsor
Name
ROBSON FORENSIC, INC.
EIN
23-2776905
Address
354 N. PRINCE ST. · LANCASTER, PA · 17603
Phone
(717) 293-9050
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-07-23
Pension benefit codes
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
WELLINGTON COMPANY LLPMALVERN, PANONE$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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