Sponsor portfolio
GRACE LOVERA ROBERTS INSURANCE AND FINANCIAL SERVICES, INC
EIN 92-2927301Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$47K assets
Welfare
0
Participants
6
339 KIRKLAND AVE, STE F - KIRKLAND, WA 98033425-820-2002
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACE LOVERA ROBERTS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN | 401k | $47K | 6 | 2025 |
Retirement plans