How big is Roberts Capital Advisors LLC's plan?

Roberts Capital Advisors LLC's plan reported $1.8M in assets and 2 participants for 2025.

Original filing (PDF)20260126103533NAL0002496530001

Roberts Capital Advisors LLC

Name: Roberts Capital Advisors LLC — Roberts Capital, Form 5500 (2025)
Creator: Roberts Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Capital Advisors LLC Defined Benefit Plan

Defined-benefit pension plan · Roberts Capital Advisors LLC's Roberts Capital Advisors LLC Defined Benefit Plan held $1.8M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Roberts Capital Advisors LLC's EIN is 46-2523926.

EIN 46-2523926

Plan number 001

Plan year 2025

ACK ID 20260126103533NAL0002496530001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roberts Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roberts Capital Advisors LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS CAPITAL ADVISORS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score