Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERTSON SCHWARTZ AGENCY, LLC
EIN 20-1152590marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
13
22287 MULHOLLAND HIGHWAY,UNIT 181 - CALABASAS, CA 91302310-395-6622rsaconnects.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 13 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#001
ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN
401k
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$553K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN | 401k | $1.5M | 8 | 2025 | |
| 002 | ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN | CashBalance | $553K | 5 | 2024 |
Retirement plans