# Robertson & Robertson, PLLC
Source: https://planprovider.pro/provider/robertson-and-robertson-pllc
> Founded in 2012 and headquartered in Houston in the Gulf Coast region, Robertson & Robertson, PLLC is a CPA firm that focuses on audit and assurance work…
Employee Benefit Plan Auditor
Houston, TX
## About Robertson & Robertson, PLLC
Founded in 2012 and headquartered in Houston in the Gulf Coast region, Robertson & Robertson, PLLC is a CPA firm that focuses on audit and assurance work.
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.
Robertson & Robertson also audits employee benefit plans, working with plan sponsors that need experienced 401(k) auditors 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.
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.
- CPA firm founded in 2012
- Headquarters: Houston, Texas (Gulf Coast metro)
- Audit and assurance services, including audit and attest engagements
- ASC 740/FAS 109 tax provisions and Sarbanes-Oxley compliance
- Employee benefit plan audits plus assurance and taxation for upstream oil and gas
Website: [https://www.cparobertson.com/](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).
| Plan|Sponsor|Assets|Participants|
| THE FUGRO 401(K) PLAN|FUGRO (USA) HOLDINGS INC, TX|$307M|1,194|
| PROS, INC. 401(K) PLAN|PROS, INC., TX|$219M|732|
| EDF TRADING, N.A. 401(K) PLAN|EDF TRADING NORTH AMERICA, LLC, TX|$89M|268|
| VISUAL COMFORT & CO. 401(K) PLAN|VISUAL COMFORT & CO., TX|$87M|1,401|
| UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN|UNIVERSITY OF ST. THOMAS, TX|$71M|1,190|
| MERCURIA ENERGY AMERICA, LLC 401(K) PLAN|MERCURIA ENERGY AMERICA, LLC, TX|$69M|301|
| TRAFIGURA TRADING LLC RETIREMENT SAVINGS PLAN|TRAFIGURA TRADING LLC, TX|$54M|269|
| ROSEN USA 401(K) PLAN|OPRONA, INC. DBA ROSEN USA, INC., TX|$48M|624|
| PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. 401(K) PLAN|PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC., OK|$45M|223|
| CAM INDUSTRIAL SOLUTIONS 401(K) PLAN|CAM INDUSTRIAL SOLUTIONS LLC, TX|$33M|1,691|
| GUNVOR USA, LLC 401(K) PLAN|GUNVOR USA, LLC, TX|$31M|171|
| FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN|FIRSTPERRYTON BANCORP, INC., TX|$30M|226|
| SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN|SAIPEM AMERICA, INC., TX|$27M|205|
| TOPOGRAPHIC OM, INC. RETIREMENT PLAN|TOPOGRAPHIC OM, INC, TX|$26M|344|
| NEXT LEVEL 401(K) PLAN|NLUC, PLLC, TX|$24M|781|
| GLOBAL IID 401(K) PLAN|GLOBAL IID PARENT, LLC, TX|$23M|636|
| ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN|ALIMAK GROUP USA INC., TX|$21M|133|
| AIM MEDIA 401(K) PLAN|AIM MEDIA TEXAS OPERATING, LLC, TX|$20M|406|
| I-PRO AMERICAS INC. 401(K) PLAN|I-PRO AMERICAS INC., TX|$19M|217|
| P3 SERVICES CONSOLIDATED 401(K) PLAN|PELTRAM PLUMBING HOLDINGS LLC, TX|$19M|780|
Showing top 20 of 48 plans serviced in 2025.
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- [RBMS, LLP](https://planprovider.pro/provider/rbms-llp) - Lubbock, TX
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