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Sponsor portfolio

THE ROBERTSON LAW FIRM, PA

EIN 84-4332622-law practice-Latest filing 2025
Plans
2
Retirement
2
$593K assets
Welfare
0
Participants
3
330 S PINEAPPLE AVE STE 110 - SARASOTA, FL 342367020941-364-2455robertson.lawLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$593K - 3 part#002CashBalance-$68 - 0 part

Retirement portfolio analytics

2 plans aggregated / $593K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • ROBERTSON LAW 401(K) (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $593KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROBERTSON LAW 401(K) (#001)3
Total 3Click row to drill in

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 LAW 401(K) PLAN

401k

Assets$593K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERTSON LAW CASH BALANCE PLAN

CashBalance

Assets$68
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERTSON LAW 401(K) PLAN401k$593K32025
002ROBERTSON LAW CASH BALANCE PLANCashBalance$6802024
Retirement plans
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