Back to filter
Original filing (PDF)20250930163029NAL0019726322001
ROBERTS ENGINEERING GROUP LLC
Form 5500-SF
FILING_RECEIVED
ROBERTS ENGINEERING GROUP LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
16
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS ENGINEERING GROUP LLC.
Plan sponsor
Name
ROBERTS ENGINEERING GROUP LLC
EIN
26-3954709
Address
1670 WHITEHORSE-HAMILTON SQ RD · HAMILTON, NJ · 08690
Phone
(609) 586-1141
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
JB PACIFIC, INC.
JB PACIFIC INC RETIREMENT TRUST
$2.8M · 70 participants
LOT SIXTEEN LLC
LOT SIXTEEN LLC 401K PLAN
$2.8M · 40 participants
MARKETSMART
MARKETSMART 401K PLAN
$2.8M · 17 participants
INDIANA UNDERGROUND PLANT PROTECTION SERVICE, INC. DBA INDIANA 811
INDIANA 811 401(K) PLAN.
$2.8M · 86 participants
GLOBAL SOURCING, INC.
THE GLOBAL SOURCING, INC. PROFIT SHARING PLAN AND TRUST
$2.8M · 4 participants
DOMINION HARBOR ENTERPRISES, LLC
DOMINION HARBOR ENTERPRISES, LLC RETIREMENT PLAN
$2.8M · 13 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants