INSIGHT FOLIOS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
962
Total plan assets
$9.1M
Filings (rows)
3
Direct comp
$38K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ROBERTS ENERGY, LLC ROBERTS ENERGY, LLC 401(K) PLAN | SPRINGFIELD, MA | Advisor / Consultant INVESTMENT ADVISOR | 407 | $7.0M | $17K |
| MARCO PETROLEUM INDUSTRIES INC MARCO PETROLEUM INDUSTRIES, IN 401(K) PROFIT SHARING PLAN & TRUST | NORTH HAMPTON, NH | Advisor / Consultant ADVISOR | 137 | $2.1M | $10K |
| ROBERTS ENERGY, LLC ROBERTS ENERGY, LLC 401(K) PLAN | SPRINGFIELD, MA | Advisor / Consultant INVESTMENT ADVISOR | 418 | — | $11K |