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Original filing (PDF)20251013135517NAL0001369649001
ROBSAG, INC.
Form 5500
FILING_RECEIVED
ROBSAG, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~128 bps in Sched C feesNo recordkeeper disclosed
Active participants
140
Accounts w/ balance
160
Plan assets (EOY)
$612K
Net assets (EOY)
$612K
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBSAG, INC..
Plan sponsor
Name
ROBSAG, INC.
EIN
52-2140745
Address
1760 N FAIR OAKS AVENUE · PASADENA, CA · 91103
Phone
(626) 794-4103
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
HENRY & PETERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $6K | — |
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $2K | — |
Investments
16 direct securities· $523K(85% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $147K | 23.9% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $77K | 12.6% | |
| T. Rowe Price Retirement 2025 I T. Rowe Price 0 | — | — | — | $56K | 9.1% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $56K | 9.1% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $46K | 7.5% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $44K | 7.3% | |
| Federated Hermes Ustrsy Csh Rs IS Federated 0 | — | — | — | $20K | 3.2% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $19K | 3.2% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $17K | 2.8% | |
| T. Rowe Price Retirement 2015 I T. Rowe Price 0 | — | — | — | $16K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $11K | 1.7% | |
| T. Rowe Price Retirement 2010 I T. Rowe Price 0 | — | — | — | $4K | 0.7% | |
| Synthetic Cash Account Synthetic 0 4 T. Rowe Price Retirement 2005 I T. Rowe Price 0 | — | — | — | $3K | 0.6% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $3K | 0.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $2K | 0.4% | |
| Hartford International Opportunities R6 Hartford 0 | — | — | — | $2K | 0.4% |
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