Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT J. NAPLES, JR., DDS, PA
EIN 01-0726665medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
28
1950 ROUND ROCK AVENUE - ROUND ROCK, TX 78681512-388-4412naplesoralfacialsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROBERT J. NAPLES, JR., DDS, PA PROFIT SHARING PLAN
401k
Assets$4.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT J NAPLES DDS CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT J. NAPLES, JR., DDS, PA PROFIT SHARING PLAN | 401k | $4.1M | 16 | 2024 | |
| 002 | ROBERT J NAPLES DDS CASH BALANCE PLAN | CashBalance | $1.9M | 12 | 2024 |
Retirement plans