How big is Roberts Foundation Inc.'s plan?

Roberts Foundation Inc.'s plan reported $3K in assets and 2 participants for 2023.

Original filing (PDF)20240712100541NAL0028122320001

Roberts Foundation Inc.

Name: Roberts Foundation Inc. — Roberts Foundation 401(k), Form 5500 (2023)
Creator: Roberts Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Foundation 401(k) Plan

401(k) retirement plan · Roberts Foundation Inc.'s Roberts Foundation 401(k) Plan held $3K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Deanna Stinson signed Roberts Foundation Inc.'s 2023 Form 5500 as plan administrator.

Deanna Stinson — 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 Foundation Inc.'s EIN is 58-2473265.

EIN 58-2473265

Plan number 001

Plan year 2023

ACK ID 20240712100541NAL0028122320001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Roberts Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Roberts Foundation Inc.'s 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 FOUNDATION INC.

Finding similar companies…

Plan health score

Top-tier plan health

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