Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT M. DALY, D.D.S., P.A.
EIN 52-2194586Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
34
2391 BRANDERMILL BOULEVARD, SUITE 102 - GAMBRILLS, MD 21054410-451-9600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 34 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. DALY, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$5.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT M. DALY, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$176K
Participants13
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. DALY, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $5.8M | 21 | 2024 | |
| 002 | ROBERT M. DALY, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $176K | 13 | 2024 |
Retirement plans