Original filing (PDF)20250311105136NAL0017447921001

ROBERTS TECHNOLOGY GROUP, INC.

Name: ROBERTS TECHNOLOGY GROUP, INC. — ROBERTS TECHNOLOGY GROUP, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ROBERTS TECHNOLOGY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ROBERTS TECHNOLOGY GROUP, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS TECHNOLOGY GROUP, INC..

Plan sponsor

Name

ROBERTS TECHNOLOGY GROUP, INC.

EIN

23-2797133

Address

120 NEW BRITAIN BOULEVARD · CHALFONT, PA · 18914

Phone

(215) 822-0600

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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