Roberts Company, Inc. Savings Plan And Trust
Sponsored by Roberts Company, Inc. · EIN 720719149 · Plan #002 · Hattiesburg, MS
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 677
- With balances
- 272
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $48,405 |
| Regions Bank | Investment advisory (plan) | $30,948 |