Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARKHAM ROBERTS, INC.
EIN 13-4171206designLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MARKHAM ROBERTS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARKHAM ROBERTS, INC. INCENTIVE SAVINGS PLAN
401k
Assets$732K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARKHAM ROBERTS, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 5 | 2024 | |
| 003 | MARKHAM ROBERTS, INC. INCENTIVE SAVINGS PLAN | 401k | $732K | 18 | 2024 |
Retirement plans