How big is Roberts Companies' plan?

Roberts Companies' plan reported $5K in assets for 2024.

Original filing (PDF)20251008090735NAL0009437632001

Roberts Companies

Name: Roberts Companies — Roberts Companies 401(k) Plan, Form 5500 (2024)
Creator: Roberts Companies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Companies 401(k) Plan

401(k) retirement plan · Roberts Companies' Roberts Companies 401(k) Plan reported $5K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Charlene Jacobs signed Roberts Companies' 2024 Form 5500 as plan administrator.

Charlene Jacobs — 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

Roberts Companies' EIN is 43-1460955.

EIN 43-1460955

Plan number 001

Plan year 2024

ACK ID 20251008090735NAL0009437632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts Companies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score