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  2. ROBERTS TECHNOLOGY GROUP, INC.
Sponsor portfolio

ROBERTS TECHNOLOGY GROUP, INC.

EIN 23-2797133-packaging and containers-Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
31
120 NEW BRITAIN BOULEVARD - CHALFONT, PA 189141832215-822-0600rtgpkg.comLinkedIn11-50 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$6.8M - 22 part#002CashBalance-$1.0M - 9 part

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INC. 401K PLAN (#001)87%
  • CASH BALANCE PENSION (#002)13%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)22
  • CASH BALANCE PENSION (#002)9
Total 31Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBERTS TECHNOLOGY GROUP, INC. 401K PLAN

401k

Assets$6.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ROBERTS TECHNOLOGY GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERTS TECHNOLOGY GROUP, INC. 401K PLAN401k$6.8M222025
002ROBERTS TECHNOLOGY GROUP, INC. CASH BALANCE PENSION PLANCashBalance$1.0M92024
Retirement plans
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