Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
TERRY ROBERTS SITE WORK, INC.
EIN 43-1953719ConstructionLatest filing 2025
Plans
2
Retirement
2
$915K assets
Welfare
0
Participants
47
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $915K assets / 47 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
TERRY ROBERTS SITE WORK 401(K) PLAN
401k
Assets$511K
Participants28
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
TERRY ROBERTS SITE WORK CASH BALANCE PLAN
CashBalance
Assets$403K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERRY ROBERTS SITE WORK 401(K) PLAN | 401k | $511K | 28 | 2025 | |
| 003 | TERRY ROBERTS SITE WORK CASH BALANCE PLAN | CashBalance | $403K | 19 | 2025 |
Retirement plans