Sponsor portfolio
SAMUELSON & ROE, A PROFESSIONAL CORPORATION
EIN 20-1832943Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$567K assets
Welfare
0
Participants
5
210 NORTH FOURTH STREET, SUITE 201 - SAN JOSE, CA 951125569408-790-5320
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAMUELSON & ROE, APC 401K PROFIT SHARING PLAN | 401k | $567K | 5 | 2025 |
Retirement plans