Roberts Energy, Llc 401(k) Plan
Sponsored by Roberts Energy, Llc · EIN 813450263 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 407
- With balances
- 207
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Insight Folios Inc CRD 174411 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insight Folios Inc | Investment advisory (plan) | $17,357 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,825 |
| The Angell Pension Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $14,371 |