What public Form 5500 filings show about the Robertson Design LLC 401(k) plan — and how to find and check your own account.
Robertson Design LLC (EIN 20-2977623) reports CAP EX ADVISORY GROUP 401(K) PLAN on its most recent Form 5500, with $273K in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Robertson Design LLC filing — schedules, fees, and providers.
Robertson Design LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Robertson Design LLCHR for the recordkeeper’s name and login.
