P 401(k) Plan Report

Stable plan record

LORI ROBERTSON INSURANCE & FINANCIAL SERVICES - 401(K)

Sponsored by LORI ROBERTSON INSURANCE & FINAN · EIN/PN 473477499-001

Selected filing history

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

Employer money per active participant
2025
$1,442
Administrative cost per participant
2025
$8
Active participants
2025
6
Total plan assets
2025
$56,583
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260610052358NAL00144999540016$1,442
Public filing identifier

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