How big is Roberts Direct, LLC's plan?

Roberts Direct, LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20251013103149NAL0000490243001

Roberts Direct, LLC

Name: Roberts Direct, LLC — Roberts Direct, LLC Cash, Form 5500 (2024)
Creator: Roberts Direct, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Direct, LLC Cash Balance Plan

Defined-benefit pension plan · Roberts Direct, LLC's Roberts Direct, LLC Cash Balance Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Roberts Direct, LLC's EIN is 26-1595152.

EIN 26-1595152

Plan number 002

Plan year 2024

ACK ID 20251013103149NAL0000490243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberts Direct, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts Direct, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS DIRECT, LLC.

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score