Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
ROBERT BAXTER ASSOCIATES, INC.
EIN 05-0309622luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 43 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#002
ROBERT BAXTER ASSOCIATES, INC. 401K PLAN
401k
Assets$3.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT BAXTER ASSOCIATES, INC. 401K PLAN | 401k | $3.0M | 23 | 2025 | |
| 003 | ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 20 | 2025 |
Retirement plans