How big is Robertson EDM's plan?

Robertson EDM's plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20260216161338NAL0005574339001

Robertson EDM

Name: Robertson EDM — Robertson EDM Welfare Plan, Form 5500 (2024)
Creator: Robertson EDM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robertson EDM Welfare Plan

Health & welfare plan · Robertson EDM's Robertson EDM Welfare Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$4K

People on this filing

Tiffany Bosch signed Robertson EDM's 2024 Form 5500 as plan administrator.

Tiffany Bosch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robertson EDM's EIN is 34-1907587.

EIN 34-1907587

Plan number 501

Plan year 2024

ACK ID 20260216161338NAL0005574339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robertson EDM from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robertson EDM's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ROBERTSON EDM

EIN

all filings

Address

09294 STATE ROUTE 249 · EDGERTON, OH · 43517

Phone

(419) 658-2219

Industry

Manufacturing

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

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 providers

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