Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
ROBERTSON ORTHODONTICS. PLLC
EIN 45-4025141medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
37
2730 COUNTRY CLUB ROAD, SUITE A - LUCAS, TX 75002972-363-8020robertsonorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 37 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
ROBERTSON ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$997K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERTSON ORTHODONTICS, PLLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$470K
Participants16
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 | ROBERTSON ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $997K | 21 | 2025 | |
| 002 | ROBERTSON ORTHODONTICS, PLLC CASH BALANCE PLAN & TRUST | CashBalance | $470K | 16 | 2025 |
Retirement plans