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

Active participants

962

Total plan assets

$9.1M

Filings (rows)

Direct comp

$38K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Roberts Energy, LLC Roberts Energy, LLC 401(k) Plan · all filings	SPRINGFIELD, MA	Advisor / Consultant	407	$7.0M	$17K	$0
Marco Petroleum Industries Inc. Marco Petroleum Industries, in 401(k) Profit Sharing Plan & Trust · all filings	NORTH HAMPTON, NH	Advisor / Consultant	137	$2.1M	$10K	$0
Roberts Energy, LLC Roberts Energy, LLC 401(k) Plan · all filings	SPRINGFIELD, MA	Advisor / Consultant	418	—	$11K	$0