Original filing (PDF)20250820103412NAL0005449280001

ROBERT BASIL INC.

Name: ROBERT BASIL INC. — ROBERT BASIL INC. UNION 401K PLAN, Form 5500 (2024)
Creator: ROBERT BASIL INC.

Form 5500-SF

FILING_RECEIVED

ROBERT BASIL INC. UNION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

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 ROBERT BASIL INC..

Plan sponsor

Name

ROBERT BASIL INC.

EIN

46-3183242

Address

3475 SOUTHWESTERN BLVD · ORCHARD PARK, NY · 14127

Phone

(716) 677-2000

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

331

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

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

3H · Sponsor in controlled / affiliated group

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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