OpenERISA

Robertson & Associates, LLP

Westlake Village, CA, 91361

EIN 95-4754358
Plans
2
Total participants
71
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541110
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Robertson & Associates, LLP 401(K)Profit Sharing Plan8
2024Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan0
2024Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan6
2023Form 5500-SF001Robertson & Associates, LLP 401(K)Profit Sharing Plan8
2023Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan6
2022Form 5500-SF001Robertson & Associates, LLP 401(K) Profit Sharing Plan9
2022Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan6
2021Form 5500-SF001Robertson & Associates, LLP 401(K) Profit Sharing Plan11
2021Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan4
2020Form 5500-SF001Robertson & Associates, LLP 401(K) Profit Sharing Plan9
2020Form 5500-SF002Robertson & Associates, LLP Cash Balance Pension Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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