Original filing (PDF)20250724083357NAL0012650114001

ROBT J. BAGGETT, INC.

Name: ROBT J. BAGGETT, INC. — RJB 401(K) PLAN, Form 5500 (2024)
Creator: ROBT J. BAGGETT, INC.

Form 5500-SF

FILING_RECEIVED

RJB 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 ROBT J. BAGGETT, INC..

Plan sponsor

Name

ROBT J. BAGGETT, INC.

EIN

63-0711622

Address

759 HOLCOMBE AVENUE · MOBILE, AL · 36606

Phone

(251) 473-3290

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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