PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROBERT M. CUENIN, D.D.S., INC.
Sponsor portfolio

ROBERT M. CUENIN, D.D.S., INC.

EIN 83-2660497-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
12
300 EL CERRO BLVD, SUITE A - DANVILLE, CA 94526925-837-1333
Plans on this EIN
2 filings
#001401k-$5.3M - 11 part#002CashBalance-$230K - 1 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN & TRUST (#001)96%
  • PLAN & TRUST (#002)4%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • PLAN & TRUST (#002)1
Total 12Click 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

CUENIN ORTHODONTICS RETIREMENT PLAN & TRUST

401k

Assets$5.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

CashBalance

Assets$230K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUENIN ORTHODONTICS RETIREMENT PLAN & TRUST401k$5.3M112025
002CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUSTCashBalance$230K12025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica