Original filing (PDF)20231002192338NAL0023119568001

ROBERTSONS MASONRY, INC.

Name: ROBERTSONS MASONRY, INC. — ROBERTSONS MASONRY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: ROBERTSONS MASONRY, INC.

Form 5500-SF

FILING_RECEIVED

ROBERTSONS MASONRY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 ROBERTSONS MASONRY, INC..

Plan sponsor

Name

ROBERTSONS MASONRY, INC.

EIN

39-1745243

Address

1119 PROSPECT AVE · PORTAGE, WI · 53901

Phone

(608) 655-3404

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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