Forrest Roberts signed Roberts Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roberts Company, Inc.'s EIN is 72-0719149.
Download the official 2024 Form 5500 (PDF) for Roberts Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roberts Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group | Mutual Funds | — | — | $1.8M | 19.0% | |
| The Vanguard Group | Mutual Funds | — | — | $1.3M | 14.3% | |
| The Vanguard Group | Mutual Funds | — | — | $908K | 9.8% | |
| The Vanguard Group | Mutual Funds | — | — | $808K | 8.7% | |
| The Vanguard Group | Mutual Funds | — | — | $773K | 8.3% | |
| The Vanguard Group | Mutual Funds | — | — | $745K | 8.0% | |
| The Vanguard Group | Mutual Funds | — | — | $678K | 7.3% | |
| The Vanguard Group | Mutual Funds | — | — | $606K | 6.5% | |
| JPMorgan Trust II | Other securities | — | — | $404K | 4.3% | |
| Federated Hermes Capital | Other securities | — | — | $307K | 3.3% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $307K | 3.3% | |
| Participant Loans | Participant loans | — | — | $291K | 3.1% | |
| The Vanguard Group | Mutual Funds | — | — | $238K | 2.6% | |
| The Vanguard Group | Mutual Funds | — | — | $227K | 2.4% | |
| The Vanguard Group | Mutual Funds | — | — | $67K | 0.7% | |
| Fidelity Management Trust Company | Mutual Funds | — | — | $33K | 0.4% | |
| The Vanguard Group | Mutual Funds | — | — | $29K | 0.3% | |
| Goldman Sachs Trust | Other securities | — | — | $22K | 0.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $21K | 0.2% | |
| The Vanguard Group | Mutual Funds | — | — | $19K | 0.2% | |
| The Vanguard Group | Mutual Funds | — | — | $13K | 0.1% | |
| MFS Investment Management | Mutual Funds | — | — | $12K | 0.1% | |
| The Vanguard Group | Mutual Funds | — | — | $6K | <0.1% | |
| The Vanguard Group | Mutual Funds | — | — | $3K | <0.1% | |
| The Vanguard Group | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Investment Dimensions Group | Mutual Funds | — | — | $1K | <0.1% | |
| MFS Investment Management | Mutual Funds | — | — | $10 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
