Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBINSON DENTAL PLLC
EIN 32-0232630medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
34
5066 WEST 11200 NORTH - HIGHLAND, UT 84003435-725-3368drdanrobinson.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 34 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
ROBINSON DENTAL PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBINSON DENTAL 401(K) PLAN
401k
Assets$2.3M
Participants20
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 | ROBINSON DENTAL PLLC CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 14 | 2024 | |
| 001 | ROBINSON DENTAL 401(K) PLAN | 401k | $2.3M | 20 | 2024 |
Retirement plans