Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
ROBIN CASEY, MD, PLLC
EIN 47-4054332Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$739K assets
Welfare
0
Participants
53
117 HIDDEN VALLEY ROAD - CHAPEL HILL, NC 27516844-345-2256
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $739K assets / 53 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
ROBIN CASEY, MD, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$493K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBIN CASEY, MD, PLLC 401(K) PLAN AND TRUST
401k
Assets$246K
Participants32
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 | ROBIN CASEY, MD, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $493K | 21 | 2024 | |
| 002 | ROBIN CASEY, MD, PLLC 401(K) PLAN AND TRUST | 401k | $246K | 32 | 2024 |
Retirement plans