Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT W SHAFER, DMD LTD.
EIN 37-1358885cosmeticsLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
15
2901-A CROSSING COURT - CHAMPAIGN, IL 61822217-356-9595shafersmiles.comLinkedIn11-50 employeescosmetics
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 15 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 W SHAFER, DMD LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT W SHAFER, DMD LTD. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants3
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 W SHAFER, DMD LTD. 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 12 | 2024 | |
| 002 | ROBERT W SHAFER, DMD LTD. CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2024 |
Retirement plans