How big is Robertson Capital LLC's plan?

Robertson Capital LLC's plan reported $1.3M in assets and 102 participants for 2024.

Original filing (PDF)20250721091351NAL0001590016001

Robertson Capital LLC

Name: Robertson Capital LLC — Robertson Capital LLC 401(k), Form 5500 (2024)
Creator: Robertson Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robertson Capital LLC 401(k) Plan

401(k) retirement plan · Robertson Capital LLC's Robertson Capital LLC 401(k) Plan held $1.3M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shirley Horner signed Robertson Capital LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robertson Capital LLC's EIN is 27-2018562.

EIN 27-2018562

Plan number 001

Plan year 2024

ACK ID 20250721091351NAL0001590016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robertson Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robertson Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTSON CAPITAL LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score