Robertson Anschutz Vetters, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robertson Anschutz Vetters, LLC
  • Sponsor EIN: 320181654
  • Sponsor Address: 10375 RICHMOND AVENUE, SUITE 200, HOUSTON, TX, 77042
  • Plan Type: 401(k)
  • Total Participants: 49
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202449$2.5M$77,430$163,201
202353$2.0M$74,649$148,396
202260$2.0M$78,618$166,074

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