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Original filing (PDF)20260305075608NAL0004131761001
ROBINSON, INC.
Form 5500
FILING_RECEIVED
ROBINSON INC. ESOP PLAN & TRUST
Defined-contribution retirement plan
Signals · 2
85% in single holdingNo recordkeeper disclosed
Active participants
461
Accounts w/ balance
489
Plan assets (EOY)
$288.7M
Net assets (EOY)
$224.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "Unallocated Shares - 1,159,260 Shares" is 85% of plan.
- No recordkeeper disclosed on Schedule C.
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 ROBINSON, INC..
Plan sponsor
Name
ROBINSON, INC.
EIN
39-1212475
Address
1740 EISENHOWER ROAD · DE PERE, WI · 54115
Phone
(920) 494-7411
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Pension benefit codes
3I · Requires investment in employer securities
2P · Leveraged ESOP
2Q · S-corporation ESOP
2E · Profit-sharing
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $288.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Unallocated Shares - 1,159,260 Shares | — | — | $62.2M | $246.1M | 85.2% | |
| Robinson, Inc. Robinson, Inc. Allocated Shares - 200,740 Shares | — | — | $10.8M | $42.6M | 14.8% |
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