Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
ROBERT R. SACHS PC
EIN 82-2674815Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
7
910 EL CENTRO AVENUE - NAPA, CA 94558415-259-5775
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 7 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
ROBERT R. SACHS DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROBERT R. SACHS 401(K) PLAN & TRUST
401k
Assets$319K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT R. SACHS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.8M | 3 | 2024 | |
| 001 | ROBERT R. SACHS 401(K) PLAN & TRUST | 401k | $319K | 4 | 2025 |
Retirement plans