Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. ROBERT FLETCHER DDS, INC.
EIN 20-2847190medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
30
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 30 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
DR. ROBERT FLETCHER DDS, INC. 401(K) PLAN
401k
Assets$2.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. ROBERT FLETCHER, DDS, INC. RETIREMENT PLAN
CashBalance
Assets$1.6M
Participants15
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 | DR. ROBERT FLETCHER DDS, INC. 401(K) PLAN | 401k | $2.6M | 15 | 2024 | |
| 002 | DR. ROBERT FLETCHER, DDS, INC. RETIREMENT PLAN | CashBalance | $1.6M | 15 | 2024 |
Retirement plans