How big is Roberts Capital Advisors LLC's plan?

Roberts Capital Advisors LLC's plan reported $472K in assets and 2 participants for 2025.

Original filing (PDF)20260402095046NAL0003172595001

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 401(k) Savings Plan

401(k) retirement plan · Roberts Capital Advisors LLC's Roberts Capital Advisors LLC 401(k) Savings Plan held $472K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

Plan identifiers

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

EIN 46-2523926

Plan number 002

Plan year 2025

ACK ID 20260402095046NAL0003172595001

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 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ROBERTS CAPITAL ADVISORS LLC

EIN

all filings

Address

700 17TH STREET · SUITE 1700 · DENVER, CO · 80202

Phone

(212) 731-4153

Industry

Finance & Insurance

Plan administrator