Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID L. ROBERTS, DDS, PA
EIN 75-2933051Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 43 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
DAVID L. ROBERTS, DDS, PA 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN
CashBalance
Assets$760K
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 | |
|---|---|---|---|---|---|---|
| 001 | DAVID L. ROBERTS, DDS, PA 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 27 | 2024 | |
| 002 | DAVID L. ROBERTS, DDS, PA CASH BALANCE PLAN | CashBalance | $760K | 16 | 2025 |
Retirement plans