Original filing (PDF)20240730123709NAL0034196896002

ROBOTO

Name: ROBOTO — ROBOTO RETIREMENT TRUST, Form 5500 (2023)
Creator: ROBOTO

Form 5500-SF

FILING_RECEIVED

ROBOTO RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ROBOTO

EIN

27-1299791all filings

Address

1873 COPPER AXE TRAIL · TALLAHASSEE, FL · 32303

Phone

(407) 925-4391

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SPENCER GRACE LLC

SPENCER GRACE LLC 401(K) PLAN

$6K · 1 participants

SKYE HIGH INTERACTIVE INC

$6K · 2 participants

EMK VENTURES LLC

EMK VENTURES LLC 401(K) PLAN

$6K · 46 participants

BASILE CONSULTING GROUP LLC

BASILE CONSULTING GROUP LLC PROFIT SHARING PLAN

$6K · 2 participants

A & F TRUCKING INC

A & F TRUCKING INC GCF BENEFIT PLAN

$6K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.