Plan Snapshot
- Plan Sponsor: Roberts Holdings, INC.
- Sponsor EIN: 822399570
- Sponsor Address: 2285 MAGGARD DRIVE, LEXINGTON, KY, 40511
- Plan Type: DC
- Total Participants: 66
- Total Assets: $777,421
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 66 | $777,421 | $190,779 | $0 |
| 2023 | 66 | $2.7M | $2.7M | $0 |
| 2022 | 55 | $2.3M | $211,377 | $0 |