Civic Intelligence

Roberts, Carroll, Feldstein & Peirce Incorporated

Plan context: Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan

EIN 05-0344970 • Providence, RI • 27 filings • 5 plans

Ten Weybosset StreetProvidence, RI 02903
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$12,398,062

2024 Contributions

$249,088

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,630,645$7,315,323$0200020132024YearValue
$12,398,062Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

44220200020122024YearValue
31Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024131$12,398,062$249,088$8,035iApproximate average salary by contribution assumption: employee only about $200,877 at 4% or $133,918 at 6%; with 50% employer match about $133,918 at 4% or $89,279 at 6%; with 100% employer match about $100,439 at 4% or $66,959 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-31$12,398,062$249,088$8,035iApproximate average salary by contribution assumption: employee only about $200,877 at 4% or $133,918 at 6%; with 50% employer match about $133,918 at 4% or $89,279 at 6%; with 100% employer match about $100,439 at 4% or $66,959 at 6%.
2023137$12,084,047$310,296$8,386iApproximate average salary by contribution assumption: employee only about $209,659 at 4% or $139,773 at 6%; with 50% employer match about $139,773 at 4% or $93,182 at 6%; with 100% employer match about $104,830 at 4% or $69,886 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-37$12,084,047$310,296$8,386iApproximate average salary by contribution assumption: employee only about $209,659 at 4% or $139,773 at 6%; with 50% employer match about $139,773 at 4% or $93,182 at 6%; with 100% employer match about $104,830 at 4% or $69,886 at 6%.
2022142$12,462,874$400,807$9,543iApproximate average salary by contribution assumption: employee only about $238,576 at 4% or $159,050 at 6%; with 50% employer match about $159,050 at 4% or $106,034 at 6%; with 100% employer match about $119,288 at 4% or $79,525 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-42$12,462,874$400,807$9,543iApproximate average salary by contribution assumption: employee only about $238,576 at 4% or $159,050 at 6%; with 50% employer match about $159,050 at 4% or $106,034 at 6%; with 100% employer match about $119,288 at 4% or $79,525 at 6%.
2021133$14,630,645$418,823$12,692iApproximate average salary by contribution assumption: employee only about $317,290 at 4% or $211,527 at 6%; with 50% employer match about $211,527 at 4% or $141,018 at 6%; with 100% employer match about $158,645 at 4% or $105,763 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-33$14,630,645$418,823$12,692iApproximate average salary by contribution assumption: employee only about $317,290 at 4% or $211,527 at 6%; with 50% employer match about $211,527 at 4% or $141,018 at 6%; with 100% employer match about $158,645 at 4% or $105,763 at 6%.
2020134$12,709,752$406,911$11,968iApproximate average salary by contribution assumption: employee only about $299,199 at 4% or $199,466 at 6%; with 50% employer match about $199,466 at 4% or $132,977 at 6%; with 100% employer match about $149,600 at 4% or $99,733 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-34$12,709,752$406,911$11,968iApproximate average salary by contribution assumption: employee only about $299,199 at 4% or $199,466 at 6%; with 50% employer match about $199,466 at 4% or $132,977 at 6%; with 100% employer match about $149,600 at 4% or $99,733 at 6%.
2019141$11,024,768$358,345$8,740iApproximate average salary by contribution assumption: employee only about $218,503 at 4% or $145,669 at 6%; with 50% employer match about $145,669 at 4% or $97,112 at 6%; with 100% employer match about $109,252 at 4% or $72,834 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-41$11,024,768$358,345$8,740iApproximate average salary by contribution assumption: employee only about $218,503 at 4% or $145,669 at 6%; with 50% employer match about $145,669 at 4% or $97,112 at 6%; with 100% employer match about $109,252 at 4% or $72,834 at 6%.
2018131$9,239,923$508,895$16,416iApproximate average salary by contribution assumption: employee only about $410,399 at 4% or $273,599 at 6%; with 50% employer match about $273,599 at 4% or $182,400 at 6%; with 100% employer match about $205,200 at 4% or $136,800 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-31$9,239,923$508,895$16,416iApproximate average salary by contribution assumption: employee only about $410,399 at 4% or $273,599 at 6%; with 50% employer match about $273,599 at 4% or $182,400 at 6%; with 100% employer match about $205,200 at 4% or $136,800 at 6%.
2017127$12,170,127$437,004$16,185iApproximate average salary by contribution assumption: employee only about $404,633 at 4% or $269,756 at 6%; with 50% employer match about $269,756 at 4% or $179,837 at 6%; with 100% employer match about $202,317 at 4% or $134,878 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-27$12,170,127$437,004$16,185iApproximate average salary by contribution assumption: employee only about $404,633 at 4% or $269,756 at 6%; with 50% employer match about $269,756 at 4% or $179,837 at 6%; with 100% employer match about $202,317 at 4% or $134,878 at 6%.
2016130$10,638,277$517,635$17,255iApproximate average salary by contribution assumption: employee only about $431,363 at 4% or $287,575 at 6%; with 50% employer match about $287,575 at 4% or $191,717 at 6%; with 100% employer match about $215,681 at 4% or $143,788 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-30$10,638,277$517,635$17,255iApproximate average salary by contribution assumption: employee only about $431,363 at 4% or $287,575 at 6%; with 50% employer match about $287,575 at 4% or $191,717 at 6%; with 100% employer match about $215,681 at 4% or $143,788 at 6%.
2015138$10,302,178$518,212$13,637iApproximate average salary by contribution assumption: employee only about $340,929 at 4% or $227,286 at 6%; with 50% employer match about $227,286 at 4% or $151,524 at 6%; with 100% employer match about $170,464 at 4% or $113,643 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-38$10,302,178$518,212$13,637iApproximate average salary by contribution assumption: employee only about $340,929 at 4% or $227,286 at 6%; with 50% employer match about $227,286 at 4% or $151,524 at 6%; with 100% employer match about $170,464 at 4% or $113,643 at 6%.
2014138$9,979,843$472,330$12,430iApproximate average salary by contribution assumption: employee only about $310,743 at 4% or $207,162 at 6%; with 50% employer match about $207,162 at 4% or $138,108 at 6%; with 100% employer match about $155,372 at 4% or $103,581 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-38$9,979,843$472,330$12,430iApproximate average salary by contribution assumption: employee only about $310,743 at 4% or $207,162 at 6%; with 50% employer match about $207,162 at 4% or $138,108 at 6%; with 100% employer match about $155,372 at 4% or $103,581 at 6%.
2013141$9,375,050$669,737$16,335iApproximate average salary by contribution assumption: employee only about $408,376 at 4% or $272,251 at 6%; with 50% employer match about $272,251 at 4% or $181,501 at 6%; with 100% employer match about $204,188 at 4% or $136,125 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-41$9,375,050$669,737$16,335iApproximate average salary by contribution assumption: employee only about $408,376 at 4% or $272,251 at 6%; with 50% employer match about $272,251 at 4% or $181,501 at 6%; with 100% employer match about $204,188 at 4% or $136,125 at 6%.
2012138$8,078,125$427,765$11,257iApproximate average salary by contribution assumption: employee only about $281,424 at 4% or $187,616 at 6%; with 50% employer match about $187,616 at 4% or $125,077 at 6%; with 100% employer match about $140,712 at 4% or $93,808 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-38$8,078,125$427,765$11,257iApproximate average salary by contribution assumption: employee only about $281,424 at 4% or $187,616 at 6%; with 50% employer match about $187,616 at 4% or $125,077 at 6%; with 100% employer match about $140,712 at 4% or $93,808 at 6%.
2011137$9,541,060$451,236$12,196iApproximate average salary by contribution assumption: employee only about $304,889 at 4% or $203,259 at 6%; with 50% employer match about $203,259 at 4% or $135,506 at 6%; with 100% employer match about $152,445 at 4% or $101,630 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-37$9,541,060$451,236$12,196iApproximate average salary by contribution assumption: employee only about $304,889 at 4% or $203,259 at 6%; with 50% employer match about $203,259 at 4% or $135,506 at 6%; with 100% employer match about $152,445 at 4% or $101,630 at 6%.
2010137$9,534,516$425,553$11,501iApproximate average salary by contribution assumption: employee only about $287,536 at 4% or $191,691 at 6%; with 50% employer match about $191,691 at 4% or $127,794 at 6%; with 100% employer match about $143,768 at 4% or $95,845 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-37$9,534,516$425,553$11,501iApproximate average salary by contribution assumption: employee only about $287,536 at 4% or $191,691 at 6%; with 50% employer match about $191,691 at 4% or $127,794 at 6%; with 100% employer match about $143,768 at 4% or $95,845 at 6%.
2009138$8,202,140$396,313$10,429iApproximate average salary by contribution assumption: employee only about $260,732 at 4% or $173,821 at 6%; with 50% employer match about $173,821 at 4% or $115,881 at 6%; with 100% employer match about $130,366 at 4% or $86,911 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-38$8,202,140$396,313$10,429iApproximate average salary by contribution assumption: employee only about $260,732 at 4% or $173,821 at 6%; with 50% employer match about $173,821 at 4% or $115,881 at 6%; with 100% employer match about $130,366 at 4% or $86,911 at 6%.
2008140$6,599,906$477,379$11,934iApproximate average salary by contribution assumption: employee only about $298,362 at 4% or $198,908 at 6%; with 50% employer match about $198,908 at 4% or $132,605 at 6%; with 100% employer match about $149,181 at 4% or $99,454 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-40$6,599,906$477,379$11,934iApproximate average salary by contribution assumption: employee only about $298,362 at 4% or $198,908 at 6%; with 50% employer match about $198,908 at 4% or $132,605 at 6%; with 100% employer match about $149,181 at 4% or $99,454 at 6%.
2007142$0$0-
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-42---
2006136$8,301,802$481,281$13,369iApproximate average salary by contribution assumption: employee only about $334,223 at 4% or $222,815 at 6%; with 50% employer match about $222,815 at 4% or $148,544 at 6%; with 100% employer match about $167,111 at 4% or $111,408 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-36$8,301,802$481,281$13,369iApproximate average salary by contribution assumption: employee only about $334,223 at 4% or $222,815 at 6%; with 50% employer match about $222,815 at 4% or $148,544 at 6%; with 100% employer match about $167,111 at 4% or $111,408 at 6%.
2005134$7,387,206$413,017$12,148iApproximate average salary by contribution assumption: employee only about $303,689 at 4% or $202,459 at 6%; with 50% employer match about $202,459 at 4% or $134,973 at 6%; with 100% employer match about $151,844 at 4% or $101,230 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-34$7,387,206$413,017$12,148iApproximate average salary by contribution assumption: employee only about $303,689 at 4% or $202,459 at 6%; with 50% employer match about $202,459 at 4% or $134,973 at 6%; with 100% employer match about $151,844 at 4% or $101,230 at 6%.
2004134$6,688,147$404,284$11,891iApproximate average salary by contribution assumption: employee only about $297,268 at 4% or $198,178 at 6%; with 50% employer match about $198,178 at 4% or $132,119 at 6%; with 100% employer match about $148,634 at 4% or $99,089 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-34$6,688,147$404,284$11,891iApproximate average salary by contribution assumption: employee only about $297,268 at 4% or $198,178 at 6%; with 50% employer match about $198,178 at 4% or $132,119 at 6%; with 100% employer match about $148,634 at 4% or $99,089 at 6%.
2003244$6,088,377$305,020$6,932iApproximate average salary by contribution assumption: employee only about $173,307 at 4% or $115,538 at 6%; with 50% employer match about $115,538 at 4% or $77,025 at 6%; with 100% employer match about $86,653 at 4% or $57,769 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-44$6,088,377$277,145$6,299iApproximate average salary by contribution assumption: employee only about $157,469 at 4% or $104,979 at 6%; with 50% employer match about $104,979 at 4% or $69,986 at 6%; with 100% employer match about $78,734 at 4% or $52,490 at 6%.
ROBERTS, CARROLL, FELDSTEIN & PEIRCE FLEXIBLE BENEFIT PLAN-16-$27,875$1,742iApproximate average salary by contribution assumption: employee only about $43,555 at 4% or $29,036 at 6%; with 50% employer match about $29,036 at 4% or $19,358 at 6%; with 100% employer match about $21,777 at 4% or $14,518 at 6%.
2002244$4,699,050$304,128$6,912iApproximate average salary by contribution assumption: employee only about $172,800 at 4% or $115,200 at 6%; with 50% employer match about $115,200 at 4% or $76,800 at 6%; with 100% employer match about $86,400 at 4% or $57,600 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-44$4,698,702$285,902$6,498iApproximate average salary by contribution assumption: employee only about $162,444 at 4% or $108,296 at 6%; with 50% employer match about $108,296 at 4% or $72,197 at 6%; with 100% employer match about $81,222 at 4% or $54,148 at 6%.
ROBERTS, CARROLL, FELDSTEIN & PEIRCE FLEXIBLE BENEFIT PLAN-14$348$18,226$1,302iApproximate average salary by contribution assumption: employee only about $32,546 at 4% or $21,698 at 6%; with 50% employer match about $21,698 at 4% or $14,465 at 6%; with 100% employer match about $16,273 at 4% or $10,849 at 6%.
2001138$5,830,240$267,792$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-38$5,830,240$267,792$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
2000140$6,723,256$296,779$7,419iApproximate average salary by contribution assumption: employee only about $185,487 at 4% or $123,658 at 6%; with 50% employer match about $123,658 at 4% or $82,439 at 6%; with 100% employer match about $92,743 at 4% or $61,829 at 6%.
Roberts, Carroll, Feldstein & Peirce Inc. 401(K) Plan-40$6,723,256$296,779$7,419iApproximate average salary by contribution assumption: employee only about $185,487 at 4% or $123,658 at 6%; with 50% employer match about $123,658 at 4% or $82,439 at 6%; with 100% employer match about $92,743 at 4% or $61,829 at 6%.