P 401(k) Plan Report

Stable plan record

ROBERTS INSURANCE GROUP 401(K) PROFIT SHARING PLAN

Sponsored by ROBERTS INSURANCE GROUP, LLC · EIN/PN 201348021-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$6,413
Administrative cost per participant
2025
$469
Active participants
2025
13
Total plan assets
2025
$7,243,172
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260630145944NAL001073129900113$6,413
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.