Original filing (PDF)20251015111048NAL0002192867004

ROBERTS AND ROBERTS, INC.

Name: ROBERTS AND ROBERTS, INC. — ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL, Form 5500 (2024)
Creator: ROBERTS AND ROBERTS, INC.

Form 5500-SF

FILING_RECEIVED

ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL

401(k) retirement plan

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS AND ROBERTS, INC..

Plan sponsor

Name

ROBERTS AND ROBERTS, INC.

EIN

59-2895927

Address

1538 METROPOLITAN BLVD · TALLAHASSEE, FL · 323087760

Phone

(850) 210-0350

Industry

Constructionsee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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