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  2. ROBERT R. COOPE D.D.S., P.A.
Sponsor portfolio

ROBERT R. COOPE D.D.S., P.A.

EIN 83-0399007-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
23
1250 SOUTH GOVERNORS AVE. - DOVER, DE 19904302-741-2044
Plans on this EIN
2 filings
#001401k-$2.9M - 12 part#002CashBalance-$519K - 11 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)11
Total 23Click row to drill in

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 R. COOPE D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERT R. COOPE D.D.S., P.A. CASH BALANCE PLAN

CashBalance

Assets$519K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT R. COOPE D.D.S., P.A. 401(K) PROFIT SHARING PLAN401k$2.9M122024
002ROBERT R. COOPE D.D.S., P.A. CASH BALANCE PLANCashBalance$519K112024
Retirement plans
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