Robertson Wealth Managment, LLC

Plan Sponsor signed Robertson Wealth Managment, LLC's 2024 Form 5500 as plan administrator.

• Plan Sponsor — Plan Administrator — Form 5500 signer

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

Robertson Wealth Managment, LLC's EIN is 76-0651683.

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

Robertson Wealth Managment, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).