Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT A. PENNA, D.M.D., P.A.
EIN 51-0405187Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
28
2710 CENTERVILLE ROAD SUITE 215 - WILMINGTON, DE 19808302-998-8783
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 28 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
ROBERT A. PENNA, D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT A. PENNA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$3.3M
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 | |
|---|---|---|---|---|---|---|
| 002 | ROBERT A. PENNA, D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $3.4M | 12 | 2025 | |
| 001 | ROBERT A. PENNA, D.M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 16 | 2025 |
Retirement plans