# Roberts Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/roberts-holdings-inc-plan

> Roberts Holdings, INC.'s DC plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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