Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT R. CARLISLE, DDS, LLC
EIN 27-0763286medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
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 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#001
ROBERT CARLISLE, DDS, PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT CARLISLE DDS PLLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$882K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT CARLISLE, DDS, PLLC DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 6 | 2024 | |
| 002 | ROBERT CARLISLE DDS PLLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $882K | 10 | 2024 |
Retirement plans