Stefany Carrick signed Roberts Financial Services, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roberts Financial Services, Inc.'s EIN is 26-1546525.
Download the official 2025 Form 5500 (PDF) for Roberts Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Roberts Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
