Original filing (PDF)20250211075510NAL0018781905001

ROBERTS EQUITIES, LLC

Name: ROBERTS EQUITIES, LLC — LUCILLE ROBERTS HEALTH CLUBS 401(K) PLAN, Form 5500 (2024)
Creator: ROBERTS EQUITIES, LLC

Form 5500-SF

FILING_RECEIVED

LUCILLE ROBERTS HEALTH CLUBS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 ROBERTS EQUITIES, LLC.

Plan sponsor

Name

ROBERTS EQUITIES, LLC

EIN

46-4166744

Address

8903 GLADES RD · UNIT A-14 · BOCA RATON, FL · 33434

Phone

(212) 734-0500

Industry

Arts, Entertainment, Recreationsee 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

2025-02-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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