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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 41 | $1.3M | $53,154 | $93,831 |
| 2024 | 41 | $1.3M | $53,154 | $93,831 |
| 2023 | 32 | $1.0M | $20,056 | $64,011 |
| 2022 | 32 | $840,030 | $19,344 | $61,567 |