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Filings through Oct 24, 2026.

Sponsor portfolio

Dan B. Roberts

EIN 87-0460494-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$636K assets
Welfare
0
Participants
1
833 COVENTRY LANE - ALPINE, UT 84004801-376-1952
Plans on this EIN
1 filing
#001401(k)-$636K - 1 part

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Retirement#001

DAN B. ROBERTS EMPLOYEE'S 401(K) PLAN

401(k)

Assets$636K
Participants1
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
001DAN B. ROBERTS EMPLOYEE'S 401(K) PLAN401(k)$636K12025
Retirement plans
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