What public Form 5500 filings show about the Peter Roberts & Associates Inc. 401(k) plan — and how to find and check your own account.
Peter Roberts & Associates Inc. (EIN 04-3365905) reports PETER ROBERTS & ASSOCIATES INC SIMPLIFIED 401(K) PROFIT SHARING P on its most recent Form 5500, with $2.5M in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Peter Roberts & Associates Inc. filing — schedules, fees, and providers.
Peter Roberts & Associates Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Peter Roberts & Associates Inc.HR for the recordkeeper’s name and login.
