DR. DOUGLAS ROBERTSON, P.L.L.C. RETIREMENT PLAN

[ EIN: 01-0904503 | Plan No. 001 ]

DR. DOUGLAS ROBERTSON, P.L.L.C. RETIREMENT PLAN is reported on Form 5500 as a 401(k) plan sponsored by DR. DOUGLAS ROBERTSON, P.L.L.C.. For the 2024 plan year, the plan had 5 participants and total assets of $1,076,950.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: DR. DOUGLAS ROBERTSON, P.L.L.C.

Location: 1025 MAIN STREET, #604, WHEELING, WV 26003

EIN: 010904503

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $1,076,950

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