Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
ROBERT B. WAHEED, DDS, PA
EIN 76-0201880medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
24
5444 WESTHEIMER ROAD, SUITE 1640 - HOUSTON, TX 77057713-622-0123LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 24 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 B. WAHEED, DDS, PA 401(K) PLAN
401k
Assets$1.6M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ROBERT B. WAHEED, DDS, PA CASH BALANCE PLAN
CashBalance
Assets$428K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT B. WAHEED, DDS, PA 401(K) PLAN | 401k | $1.6M | 13 | 2025 | |
| 002 | ROBERT B. WAHEED, DDS, PA CASH BALANCE PLAN | CashBalance | $428K | 11 | 2025 |
Retirement plans