Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
W.M. Roebuck, Incorporated
EIN 45-0481327ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
17
4850 FISH HATCHERY ROAD - LEXINGTON, SC 29073803-755-6010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
W.M. ROEBUCK, INCORPORATED CASH BALANCE PENSION PLAN
Cash balance
Assets$762K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
W.M. ROEBUCK, INCORPORATED 401(K) PROFIT SHARING PLAN
401(k)
Assets$273K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W.M. ROEBUCK, INCORPORATED CASH BALANCE PENSION PLAN | Cash balance | $762K | 6 | 2025 | |
| 001 | W.M. ROEBUCK, INCORPORATED 401(K) PROFIT SHARING PLAN | 401(k) | $273K | 11 | 2025 |
Retirement plans