Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROB A. SMITH, D.D.S., INC.
EIN 26-3036545Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$892K assets
Welfare
0
Participants
50
6191 N. FRESNO STREET, SUITE #102 - FRESNO, CA 93710559-313-2703
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $892K assets / 50 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#002
ROB A. SMITH, D.D.S, INC. 401(K) PLAN
401k
Assets$877K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROB A. SMITH, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$15K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROB A. SMITH, D.D.S, INC. 401(K) PLAN | 401k | $877K | 33 | 2025 | |
| 003 | ROB A. SMITH, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $15K | 17 | 2025 |
Retirement plans