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Original filing (PDF)20251014112704NAL0003778064001
ROBERTSON CONSTRUCTION SERVICES, INC.
Form 5500
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
82% in single holding
Active participants
98
Accounts w/ balance
149
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
Knocking points off
- Top holding "The Contractors Retirement Plan Master Trust 103-12 Investment Entity" is 82% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTSON CONSTRUCTION SERVICES, INC..
Plan sponsor
Name
ROBERTSON CONSTRUCTION SERVICES, INC.
EIN
31-1502538
Address
1801 THORNWOOD DR · HEATH, OH · 43056
Phone
(740) 929-1000
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILSON, SHANNON & SNOW, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 1 pooled fund· $4.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
103-12 Investment Entity
$3.8M
1 holding
Uncategorized
$820K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACTORS RET. PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001 | 103-12 Investment Entity | — | — | $3.8M | 90.4% | |
| Participant Loans Interest ranging from 3.25% - 9.5% | — | — | — | $410K | 9.6% | |
| Participants Notes Receivable with interest rates of 3.25% to 9.50% | — | — | — | $410K | 9.6% |
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