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PETER ROBERTS & ASSOCIATES INC

EIN 04-3365905-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
15
231 E MAIN ST STE 201 - MILFORD, MA 017572821508-473-6661pracollect.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.5M - 15 part

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Retirement#001

PETER ROBERTS & ASSOCIATES INC SIMPLIFIED 401(K) PROFIT SHARING P

401k

Assets$2.5M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETER ROBERTS & ASSOCIATES INC SIMPLIFIED 401(K) PROFIT SHARING P401k$2.5M152025
Retirement plans
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