Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JON N. ROBINSON DMD, MS, PC
EIN 20-1484722Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
27
124 NORTHEAST EVELYN AVENUE - GRANTS PASS, OR 97526541-479-9701
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 27 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
ROBINSON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBINSON ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants10
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 | ROBINSON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 17 | 2024 | |
| 002 | ROBINSON ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2024 |
Retirement plans