Sponsor portfolio
JEFFREY C. ROBERTSON, DDS, INC.
EIN 33-0987920medical practiceLatest filing 2024
Plans
1
Retirement
1
$705K assets
Welfare
0
Participants
12
4940 IRVINE BOULEVARD, SUITE 101 - IRVINE, CA 92620714-838-7272LinkedIn1-10 employeesmedical practice
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY C. ROBERTSON, DDS, INC. 401(K) PROFIT SHARING PLAN | 401k | $705K | 12 | 2024 |
Retirement plans