Robertson & Robertson, PLLC

Employee Benefit Plan Auditor

Houston, TX

About Robertson & Robertson, PLLC

<p>Founded in 2012 and headquartered in Houston in the Gulf Coast region, Robertson &amp; Robertson, PLLC is a CPA firm that focuses on audit and assurance work.</p> <p>The firm is led by partner Ben W. Robertson, Jr., CPA, MBA. Its audit and attest services include ASC 740/FAS 109 tax provision work and Sarbanes-Oxley compliance support.</p> <p>Robertson &amp; Robertson also audits employee benefit plans, working with plan sponsors that need experienced <a href="/auditors/401k">401(k) auditors</a> and related ERISA plan audit support. Beyond benefit plans, the firm provides assurance and taxation services for several industries, with a concentration in upstream oil and gas.</p> <p>What sets the firm apart is the mix of public-company compliance experience (SOX and tax provision work) alongside employee benefit plan audits, which can help organizations align their financial reporting and plan reporting needs.</p> <ul> <li>CPA firm founded in 2012</li> <li>Headquarters: Houston, Texas (Gulf Coast metro)</li> <li>Audit and assurance services, including audit and attest engagements</li> <li>ASC 740/FAS 109 tax provisions and Sarbanes-Oxley compliance</li> <li>Employee benefit plan audits plus assurance and taxation for upstream oil and gas</li> </ul>

Website: https://www.cparobertson.com/

Founded: 2012

Office Locations

  • Houston, TX (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 48
  • Total AUM Audited: $1.9B
  • 401(k): 48 plans, $1.9B AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
THE FUGRO 401(K) PLANFUGRO (USA) HOLDINGS INC, TX$307M1,194
PROS, INC. 401(K) PLANPROS, INC., TX$219M732
EDF TRADING, N.A. 401(K) PLANEDF TRADING NORTH AMERICA, LLC, TX$89M268
VISUAL COMFORT & CO. 401(K) PLANVISUAL COMFORT & CO., TX$87M1,401
UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLANUNIVERSITY OF ST. THOMAS, TX$71M1,190
MERCURIA ENERGY AMERICA, LLC 401(K) PLANMERCURIA ENERGY AMERICA, LLC, TX$69M301
TRAFIGURA TRADING LLC RETIREMENT SAVINGS PLANTRAFIGURA TRADING LLC, TX$54M269
ROSEN USA 401(K) PLANOPRONA, INC. DBA ROSEN USA, INC., TX$48M624
PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. 401(K) PLANPCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC., OK$45M223
CAM INDUSTRIAL SOLUTIONS 401(K) PLANCAM INDUSTRIAL SOLUTIONS LLC, TX$33M1,691
GUNVOR USA, LLC 401(K) PLANGUNVOR USA, LLC, TX$31M171
FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLANFIRSTPERRYTON BANCORP, INC., TX$30M226
SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLANSAIPEM AMERICA, INC., TX$27M205
TOPOGRAPHIC OM, INC. RETIREMENT PLANTOPOGRAPHIC OM, INC, TX$26M344
NEXT LEVEL 401(K) PLANNLUC, PLLC, TX$24M781
GLOBAL IID 401(K) PLANGLOBAL IID PARENT, LLC, TX$23M636
ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLANALIMAK GROUP USA INC., TX$21M133
AIM MEDIA 401(K) PLANAIM MEDIA TEXAS OPERATING, LLC, TX$20M406
I-PRO AMERICAS INC. 401(K) PLANI-PRO AMERICAS INC., TX$19M217
P3 SERVICES CONSOLIDATED 401(K) PLANPELTRAM PLUMBING HOLDINGS LLC, TX$19M780

Showing top 20 of 48 plans serviced in 2025.

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