How big is Robert Peirce and Associates, P.C.'s plan?

Robert Peirce and Associates, P.C.'s plan reported $6.8M in assets and 41 participants for 2024.

Original filing (PDF)20251014155316NAL0003326929001

Robert Peirce and Associates, P.C.

Name: Robert Peirce and Associates, P.C. — Robert Peirce, Form 5500 (2024)
Creator: Robert Peirce and Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Peirce and Associates, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert Peirce and Associates, P.C.'s Robert Peirce and Associates, P.C. 401(k) Profit Sharing Plan held $6.8M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Robert Peirce and Associates, P.C.'s EIN is 25-1387298.

EIN 25-1387298

Plan number 001

Plan year 2024

ACK ID 20251014155316NAL0003326929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Peirce and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Peirce and Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT PEIRCE AND ASSOCIATES, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score