Robertson's Ltd. 401(k) Plan
Sponsored by Robertson's Ready Mix, Ltd. · EIN 330491865 · Plan #002
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 1,882
- With balances
- 1,513
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $348,337 |
| Morgan Stanley Global Banking Opera | Investment advisory (plan), Other fees | $0 |
| Actuarial Benefits Corporation | Other services, Other fees, Contract administrator | $0 |
| Wright Ford Young | Accounting, Other fees | $0 |