Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
ROBERTA J. GARCEAU, DMD, LLC
EIN 06-1517507Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 16 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
ROBERTA J. GARCEAU, D.M.D., LLC SAVINGS & RETIREMENT PLAN
401k
Assets$2.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERTA J. GARCEAU, DMD, LLC CASH BALANCE PLAN
CashBalance
Assets$671K
Participants7
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 | ROBERTA J. GARCEAU, D.M.D., LLC SAVINGS & RETIREMENT PLAN | 401k | $2.6M | 9 | 2025 | |
| 002 | ROBERTA J. GARCEAU, DMD, LLC CASH BALANCE PLAN | CashBalance | $671K | 7 | 2024 |
Retirement plans