Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT B. PEAK, DDS, PLLC
EIN 46-5664752Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
16
900 JEROME STREET, SUITE 140 - FORT WORTH, TX 761043945817-522-1833midtownoms.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 16 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 B. PEAK, D.D.S., PLLC 401(K) SAVINGS PLAN
401k
Assets$3.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT B. PEAK, DDS, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$210K
Participants7
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 B. PEAK, D.D.S., PLLC 401(K) SAVINGS PLAN | 401k | $3.8M | 9 | 2025 | |
| 003 | ROBERT B. PEAK, DDS, PLLC CASH BALANCE PENSION PLAN | CashBalance | $210K | 7 | 2024 |
Retirement plans