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Sponsor portfolio

STUART I. ROBB, D.D.S., M.S., P.C.

EIN 26-1880863-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
23
1770 FIRST STREET, SUITE 460 - HIGHLAND PARK, IL 60035847-432-4777
Plans on this EIN
2 filings
#001ProfitSharing-$3.9M - 12 part#002CashBalance-$3.4M - 11 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#001)53%
  • PLAN & TRUST (#002)47%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)12
  • PLAN & TRUST (#002)11
Total 23Click 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

STUART I. ROBB, D.D.S., M.S., P.C. PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$3.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STUART I. ROBB, D.D.S., M.S., P.C. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$3.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STUART I. ROBB, D.D.S., M.S., P.C. PROFIT SHARING PLAN & TRUSTProfitSharing$3.9M122025
002STUART I. ROBB, D.D.S., M.S., P.C. CASH BALANCE PENSION PLAN & TRUSTCashBalance$3.4M112025
Retirement plans
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