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  2. ROBERTA M. BYRD DBA BYRD INVESTMENTS
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ROBERTA M. BYRD DBA BYRD INVESTMENTS

EIN 92-1407413-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
1
Retirement
1
$8.1M assets
Welfare
0
Participants
3
8144 WALNUT HILL LANE, STE 982,LB51 - DALLAS, TX 75231214-363-6441
Plans on this EIN
1 filing
#001ProfitSharing-$8.1M - 3 part

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Retirement#001

BYRD INVESTMENTS PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$8.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BYRD INVESTMENTS PROFIT SHARING PLAN AND TRUSTProfitSharing$8.1M32025
Retirement plans
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