What public Form 5500 filings show about the Scott Robertson, LLC DBA Scott Robertson 401(k) plan — and how to find and check your own account.
Scott Robertson, LLC DBA Scott Robertson (EIN 47-5426138) reports SCOTT ROBERTSON 401(K) PLAN on its most recent Form 5500, with $409K in plan assets across 23 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 Scott Robertson, LLC DBA Scott Robertson filing — schedules, fees, and providers.
Scott Robertson, LLC DBA Scott Robertson’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 Scott Robertson, LLC DBA Scott RobertsonHR for the recordkeeper’s name and login.
