Roberts Manufacturing Co., INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Roberts Manufacturing Co., INC.
  • Sponsor EIN: 341205865
  • Sponsor Address: 24338 ROAD 148, OAKWOOD, OH, 45873
  • Plan Type: 401(k)
  • Total Participants: 41
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202541$1.3M$53,154$93,831
202441$1.3M$53,154$93,831
202332$1.0M$20,056$64,011
202232$840,030$19,344$61,567

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