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Sponsor portfolio

R. B. NEEDHAM ADVISORY CORP.

EIN 04-2893569-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$852K assets
Welfare
0
Participants
7
861 TURNPIKE STREET - NORTH ANDOVER, MA 01845978-681-8821
Plans on this EIN
1 filing
#001401k-$852K - 7 part

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Retirement#001

R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST

401k

Assets$852K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST401k$852K72025
Retirement plans
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