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  2. ROBERT J. TARBY, D.M.D., M.S., PA
Sponsor portfolio

ROBERT J. TARBY, D.M.D., M.S., PA

EIN 22-2269410-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
51
620 SHORE ROAD, PO BOX 446 - SOMERS POINT, NJ 08244609-653-6464
Plans on this EIN
2 filings
#001401k-$5.4M - 28 part#002CashBalance-$389K - 23 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • MS, PA 401(K) (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MS, PA 401(K) (#001)28
  • CASH BALANCE PLAN (#002)23
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBERT J. TARBY, DDS, MS, PA 401(K) PLAN

401k

Assets$5.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERT J. BRAY, DDS, MS, PA CASH BALANCE PLAN

CashBalance

Assets$389K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT J. TARBY, DDS, MS, PA 401(K) PLAN401k$5.4M282025
002ROBERT J. BRAY, DDS, MS, PA CASH BALANCE PLANCashBalance$389K232025
Retirement plans
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