Filings through .
Sponsor portfolio
Jeff Roberti & Associates, Inc.
EIN 59-2518165Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$410K assets
Welfare
0
Participants
4
P.O. BOX 35246 - SARASOTA, FL 34242941-346-7300
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 | |
|---|---|---|---|---|---|---|
| 020 | TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | 401(k) | $410K | 4 | 2025 |
Retirement plans