Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIM ROBINSON DDS 401(K) PROFIT SHARING PLAN | 401k | $3.7M | 13 | 2024 | |
| 002 | TIM ROBINSON, D.D.S. CASH BALANCE PENSION PLAN | CashBalance | $177K | 4 | 2025 |