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  2. CHARLES W. ROBERTS, IV, DDS & KARI L. ROBERTS, DDS, PA
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CHARLES W. ROBERTS, IV, DDS & KARI L. ROBERTS, DDS, PA

EIN 56-2248203-Health Care and Social Assistance-Latest filing 2024
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
12
142 PROFESSIONAL PARK DRIVE, SUITE 100 - MOORESVILLE, NC 281175602704-664-5437
Plans on this EIN
1 filing
#001401k-$3.4M - 12 part

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Retirement#001

ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN401k$3.4M122024
Retirement plans
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