· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERTS FINANCIAL SERVICES, INC. — ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611123010NAL0025953536001
ROBERTS FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERTS FINANCIAL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
ROBERTS FINANCIAL SERVICES, INC.
EIN
26-1546525
Address
989 W. WASHINGTON ST. · STE 101 · MARQUETTE, MI · 49855
Phone
(906) 228-5564
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-06-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
FRANKLIN INSURANCE AGENCY, INC.
FRANKLIN INSURANCE AGENCY 401(K) SALARY SAVINGS PLAN
$2.6M · 24 participants
FINEST INSURANCE AGENCY, INC.
FINEST INSURANCE AGENCY, INC. 401(K) PLAN
$2.6M · 6 participants
GRABER AND ASSOCIATES, INC.
GRABER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 15 participants
FIRST MAXFIELD MUTUAL INSURANCE ASSOCIATION
FIRST MAXFIELD MUTUAL INSURANCE ASSOCIATION 401(K) PLAN
$2.6M · 21 participants
THE WASHINGTON GROUP
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE WASHINGTON GROUP 401(K) SAVINGS PLAN
$2.6M · 18 participants
ALTIG
ALTIG 401(K) PLAN
$2.6M · 39 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
