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  2. ROBERT PECCIA & ASSOCIATES, INC.
Sponsor portfolio

ROBERT PECCIA & ASSOCIATES, INC.

EIN 81-0379334-civil engineering-Latest filing 2025
Plans
2
Retirement
2
$56.7M assets
Welfare
0
Participants
205
3147 SADDLE DR. - HELENA, MT 59601406-447-5000rpa-hln.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#002ESOP-$40.6M - 106 part#001401k-$16.0M - 99 part

Retirement portfolio analytics

2 plans aggregated / $56.7M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN AND TRUST (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $56.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)106
  • PROFIT SHARING PLAN (#001)99
Total 205Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$40.6M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$16.0M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$40.6M1062025
001ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN401k$16.0M992025
Retirement plans
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