ROBERTS OF WOODSIDE EMPLOYEES' PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
61
Accounts w/ balance
75
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score
82
/ 100
Grade B
Above-average plan
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
36
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS OF WOODSIDE.
Plan sponsor
Name
ROBERTS OF WOODSIDE
EIN
94-1535998
Address
3015 WOODSIDE ROAD · WOODSIDE, CA · 94062
Phone
(650) 851-1511
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
