Assets by plan
Share of aggregate retirement assets
Filings through .
Jon N. Robinson DMD, Ms, PC
EIN 20-1484722Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Health & Benefits
0
Participants
24
124 NORTHEAST EVELYN AVENUE - GRANTS PASS, OR 97526541-479-9701
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 24 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#001
ROBINSON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.3M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROBINSON ORTHODONTICS CASH BALANCE PLAN
Cash balance
Assets$1.2M
Participants9
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 |
|---|---|---|---|---|---|
| #001 | ROBINSON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN | 401(k) | $2.3M | 15 | 2025 |
| #002 | ROBINSON ORTHODONTICS CASH BALANCE PLAN | Cash balance | $1.2M | 9 | 2025 |
- #001 · 401(k) · 202515
- #002 · Cash balance · 20259
Retirement plans