Original filing (PDF)20251014194940NAL0004882304001

G. D. ROBERTS & COMPANY, INC.

Name: G. D. ROBERTS & COMPANY, INC. — G. D. ROBERTS & COMPANY, INC. 401(K) PS PLAN, Form 5500 (2024)
Creator: G. D. ROBERTS & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

G. D. ROBERTS & COMPANY, INC. 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G. D. ROBERTS & COMPANY, INC..

Plan sponsor

Name

G. D. ROBERTS & COMPANY, INC.

EIN

39-1223580

Address

100 CONTINENTAL DR · COLUMBUS, WI · 53925

Phone

(920) 623-3979

Industry

Manufacturingsee 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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

HOOVER CONVEYOR & FABRICATION CORP

HOOVER CONVEYOR & FABRICATION CORP. RETIREMENT PLAN

$2.6M · 28 participants

ADVANTAGE MACHINE, LLC

ADVANTAGE MACHINE, LLC 401(K) PLAN

$2.6M · 35 participants

WALD WIRE & MFG. CO. DIVISION OF SBF CORPORATION

SBF CORPORATION 401(K) PROFIT SHARING PLAN

$2.6M · 70 participants

PRESCOTT METAL

PRESCOTT METAL 401(K) RETIREMENT PLAN

$2.6M · 92 participants

INTECH ACQUISITION COMPANY, INC.

INTECH ACQUISITION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST