Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. ROBERT BRIAN CONNOR P.C.
EIN 81-3899654Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
3
915 SAINT HELENA AVE - SANTA ROSA, CA 95404801-547-7657
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 3 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
DR. ROBERT BRIAN CONNOR P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$835K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. ROBERT BRIAN CONNOR P.C., 401(K) PROFIT SHARING PLAN
401k
Assets$682K
Participants2
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 | DR. ROBERT BRIAN CONNOR P.C. DEFINED BENEFIT PLAN | TraditionalDB | $835K | 1 | 2024 | |
| 001 | DR. ROBERT BRIAN CONNOR P.C., 401(K) PROFIT SHARING PLAN | 401k | $682K | 2 | 2025 |
Retirement plans