Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$109K
- Vision$109K
- Life$109K
- Other$109K
Sponsor portfolio
DAVID ROBERTS CONSULTING, LLC
EIN 46-0868747mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$95K assets
Welfare
1
$109K premiums
Participants
263
2402 WESTPORT DR. - NORMAN, OK 73069405-250-9973LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $109K premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVID ROBERTS CONSULTING, LLC 401(K) PLAN
401k
Assets$95K
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVID ROBERTS CONSULTING, LLC
Fully Insured - GUARDIAN
Premiums$109K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID ROBERTS CONSULTING, LLC 401(K) PLAN | 401k | $95K | 89 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVID ROBERTS CONSULTING, LLC | Fully Insured | GUARDIAN | $109K | 174 | 2025 |
Retirement plans
Welfare plans