Plan Snapshot
- Plan Sponsor: Bob Roberts & Company, INC.
- Sponsor EIN: 630521810
- Sponsor Address: P.O. BOX 265, GADSDEN, AL, 359020265
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 14 | $2.1M | $90,700 | $21,488 |
| 2024 | 14 | $1.8M | $90,847 | $20,718 |
| 2023 | 14 | $1.5M | $94,850 | $19,774 |
| 2022 | 14 | $1.2M | $88,200 | $13,641 |