Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$40.6M
Filings through .
2 plans aggregated / $56.7M assets / 205 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $40.6M | 106 | 2025 |
| #001 | ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN | 401(k) | $16.0M | 99 | 2025 |