Assets by plan
Share of aggregate retirement assets
Filings through .
Robert Carlisle, DDS, PLLC
EIN 27-0763286medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Health & Benefits
0
Participants
16
1212 KENWOOD RD. - BENTON, AR 72019501-776-0564bentondentistdrcarlisle.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROBERT CARLISLE, DDS, PLLC DEFINED BENEFIT PLAN
Traditional DB
Assets$1.1M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROBERT CARLISLE DDS PLLC 401(K) PROFIT SHARING PLAN
Profit-sharing
Assets$882K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROBERT CARLISLE, DDS, PLLC DEFINED BENEFIT PLAN | Traditional DB | $1.1M | 6 | 2024 |
| #002 | ROBERT CARLISLE DDS PLLC 401(K) PROFIT SHARING PLAN | Profit-sharing | $882K | 10 | 2024 |
- #001 · Traditional DB · 20246
- #002 · Profit-sharing · 202410
Retirement plans