Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT T. JENSEN, DDS MS INC
EIN 31-1741424Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
7100 CORPORATE WAY - DAYTON, OH 45459937-435-1555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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 T JENSEN, DDS MS INC PROFIT SHARING PLAN
401k
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT T. JENSEN, D.D.S., M.S., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$979K
Participants6
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 T JENSEN, DDS MS INC PROFIT SHARING PLAN | 401k | $1.1M | 8 | 2024 | |
| 002 | ROBERT T. JENSEN, D.D.S., M.S., INC. DEFINED BENEFIT PLAN | TraditionalDB | $979K | 6 | 2024 |
Retirement plans