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  2. Robert J. Baltes Dba Baltes & Associates, CPA's

Filings through Oct 24, 2026.

Sponsor portfolio

Robert J. Baltes Dba Baltes & Associates, CPA's

EIN 81-0573816-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
21
41990 COOK ST., BLDG. J,, SUITE 902 - PALM DESERT, CA 92211760-568-1776
Plans on this EIN
1 filing
#001401(k)-$3.8M - 21 part

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Retirement#001

ROBERT J. BALTES, C.P.A., C.V.A 401(K) PLAN

401(k)

Assets$3.8M
Participants21
Inside the deep dive
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
001ROBERT J. BALTES, C.P.A., C.V.A 401(K) PLAN401(k)$3.8M212025
Retirement plans
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