How big is Robert J. Roberts, Inc.'s plan?

Robert J. Roberts, Inc.'s plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20251023150605NAL0006728274001

Robert J. Roberts, Inc.

Name: Robert J. Roberts, Inc. — Robert J. Roberts, Inc., Form 5500 (2024)
Creator: Robert J. Roberts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Roberts, Inc. Profit Sharing Plan & Trust

401(k) retirement plan · Robert J. Roberts, Inc.'s Robert J. Roberts, Inc. Profit Sharing Plan & Trust held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Robert J. Roberts, Inc.'s EIN is 61-1318456.

EIN 61-1318456

Plan number 001

Plan year 2024

ACK ID 20251023150605NAL0006728274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert J. Roberts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert J. Roberts, 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 ROBERT J. ROBERTS, INC..

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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