Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
ROBERT J. HELLMANN, DMD, INC.
EIN 43-1175367Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
16 HAMPTON VILLAGE PLAZA, STE. 212 - ST. LOUIS, MO 631092128314-481-7656
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 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
ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$1.3M
Participants4
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 | ROBERT J. HELLMANN, DMD, INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $1.6M | 4 | 2024 | |
| 001 | ROBERT J. HELLMANN, DMD, INC. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $1.3M | 4 | 2024 |
Retirement plans