Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC
EIN 61-1579658Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
53
3061 EAST LA PALMA AVENUE - ANAHEIM, CA 92806714-459-5481
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES DEFINED BENEFIT PLAN
CashBalance
Assets$874K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES 401(K) PLAN
401k
Assets$765K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES DEFINED BENEFIT PLAN | CashBalance | $874K | 19 | 2024 | |
| 001 | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES 401(K) PLAN | 401k | $765K | 34 | 2024 |
Retirement plans