# Bob Roberts & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bob-roberts-company-inc-401k-plan

> Bob Roberts & Company, INC.'s 401(k) plan: 14 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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