Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT C. SJURSEN, JR., PLLC
EIN 20-2571338Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
19
2020 FIELDSTONE PKWY, SUITE 400 - FRANKLIN, TN 37069615-591-5995
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 19 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
HILLSBORO ORTHODONTICS 401(K) PLAN
401k
Assets$5.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$3.8M
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 | HILLSBORO ORTHODONTICS 401(K) PLAN | 401k | $5.0M | 9 | 2025 | |
| 002 | HILLSBORO ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $3.8M | 10 | 2024 |
Retirement plans