Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
ROBERT MATIASEVICH, JR., D.D.S., INC.
EIN 26-3423670Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$19K assets
Welfare
0
Participants
2
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19K assets / 2 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#004
ROBERT MATIASEVICH, JR., D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$19K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ROBERT MATIASEVICH, JR., D.D.S., INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$20
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ROBERT MATIASEVICH, JR., D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $19K | 1 | 2024 | |
| 005 | ROBERT MATIASEVICH, JR., D.D.S., INC. CASH BALANCE PLAN AND TRUST | CashBalance | $20 | 1 | 2024 |
Retirement plans