Owen White signed Roberts Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roberts Energy, LLC's EIN is 81-3450263.
Download the official 2024 Form 5500 (PDF) for Roberts Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roberts Energy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $15K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSIGHT FOLIOS INC | 47-2615495 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | $49K | $903K | 12.9% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | $44K | $824K | 11.8% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | $48K | $812K | 11.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | $40K | $651K | 9.3% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | $39K | $583K | 8.4% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | $29K | $527K | 7.6% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | $34K | $482K | 6.9% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | $15K | $394K | 5.6% | |
| Group Annuity Contract * Transamerica Stable Value Core Option | Stable Value | — | — | $289K | 4.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | $12K | $213K | 3.0% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | $11K | $143K | 2.0% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | $7K | $131K | 1.9% | |
| Notes Receivable from Participants 3.25% – 8.50% | Bonds / Notes | — | — | $129K | 1.8% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | $6K | $116K | 1.7% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | $6K | $110K | 1.6% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | $5K | $94K | 1.3% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | $3K | $90K | 1.3% | |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | $8K | $81K | 1.2% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | $2K | $63K | 0.9% | |
| PUTNAM SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 482 | Pooled Separate Account | — | $4K | $63K | 0.9% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | $3K | $40K | 0.6% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | $3K | $40K | 0.6% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | $2K | $36K | 0.5% | |
| MFS MASS INVSTR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 903 | Pooled Separate Account | — | $2K | $34K | 0.5% | |
| MFS MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 405 | Pooled Separate Account | — | $3K | $34K | 0.5% | |
| AMERICAN CENTURY REAL ESTATE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | $2K | $33K | 0.5% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | $2K | $21K | 0.3% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $13K | 0.2% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $11K | 0.2% | |
| JPMORGAN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 410 | Pooled Separate Account | — | — | $9K | 0.1% | |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $9K | 0.1% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $326 | <0.1% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 840 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $17K |
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