Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
MARK TOBBEN DDS LLC
EIN 43-1237098medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M 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#002
MARK TOBBEN DDS LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARK M. TOBBEN DDS 401(K) PROFIT SHARING PLAN
401k
Assets$493K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK TOBBEN DDS LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.3M | 7 | 2025 | |
| 001 | MARK M. TOBBEN DDS 401(K) PROFIT SHARING PLAN | 401k | $493K | 7 | 2025 |
Retirement plans