Assets by plan
Share of aggregate retirement assets
Filings through .
Robert Baxter Associates, Inc.
EIN 05-0309622luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Health & Benefits
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 43 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROBERT BAXTER ASSOCIATES, INC. 401K PLAN
401(k)
Assets$3.0M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROBERT BAXTER ASSOCIATES, INC. 401K PLAN | 401(k) | $3.0M | 23 | 2025 |
| #003 | ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN | Cash balance | $1.3M | 20 | 2025 |
- #002 · 401(k) · 202523
- #003 · Cash balance · 202520
Retirement plans