Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERTSON & ASSOCIATES, LLP
EIN 95-4754358accountingLatest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
16
32121 LINDERO CANYON ROAD, SUITE 200 - WESTLAKE VILLAGE, CA 91361818-851-3850robertsoncpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 16 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 & ASSOCIATES, LLP 401(K)PROFIT SHARING PLAN
401k
Assets$6.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN
TraditionalDB
Assets$6.0M
Participants6
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 & ASSOCIATES, LLP 401(K)PROFIT SHARING PLAN | 401k | $6.2M | 10 | 2025 | |
| 002 | ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN | TraditionalDB | $6.0M | 6 | 2024 |
Retirement plans