Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LATOUR ROBERTS, P.A.
EIN 81-4999290Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 20 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#001
LATOUR ROBERTS, P.A. 401(K) PLAN
401k
Assets$668K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LATOUR ROBERTS, P.A. CASH BALANCE PLAN
CashBalance
Assets$559K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LATOUR ROBERTS, P.A. 401(K) PLAN | 401k | $668K | 11 | 2025 | |
| 002 | LATOUR ROBERTS, P.A. CASH BALANCE PLAN | CashBalance | $559K | 9 | 2025 |
Retirement plans