Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT M SVARNEY, JR., DDS, INC
EIN 47-5415226Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
8
3737 MORAGA AVENUE, UNIT B-200 - SAN DIEGO, CA 92117858-272-7086
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M 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#001
ROBERT M SVARNEY, JR. , DDS, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT M SVARNEY, JR. , DDS, INC PROFIT SHARING PLAN
ProfitSharing
Assets$99K
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 | |
|---|---|---|---|---|---|---|
| 001 | ROBERT M SVARNEY, JR. , DDS, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 4 | 2024 | |
| 002 | ROBERT M SVARNEY, JR. , DDS, INC PROFIT SHARING PLAN | ProfitSharing | $99K | 4 | 2024 |
Retirement plans