Filings through .
Sponsor portfolio
J Roberts & Company LLC
EIN 82-5316909Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$44K assets
Welfare
1
Participants
4
8930 BASH ST. - INDIANAPOLIS, IN 46256317-578-3961
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J ROBERTS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$44K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JROBERTS AND COMPANY LLC CBIN BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J ROBERTS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $44K | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JROBERTS AND COMPANY LLC CBIN BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans