How big is The Robertson Company LLC's plan?

The Robertson Company LLC's plan reported $245K in assets and 7 participants for 2025.

Original filing (PDF)20260424220153NAL0013307682083

The Robertson Company LLC

Name: The Robertson Company LLC — Robertson Insurance, Form 5500 (2025)
Creator: The Robertson Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robertson Insurance 401(k) Plan

401(k) retirement plan · The Robertson Company LLC's Robertson Insurance 401(k) Plan held $245K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan identifiers

The Robertson Company LLC's EIN is 46-1082589.

EIN 46-1082589

Plan number 002

Plan year 2025

ACK ID 20260424220153NAL0013307682083

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Robertson Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score