Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
BRUCE M. ROBINSON & ASSOCIATES, LLC
EIN 84-2900077Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
21
25 HOOKS LANE, SUITE 302 - BALTIMORE, MD 21208410-484-1111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 21 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
BRUCE ROBINSON & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BRUCE ROBINSON AND ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$736K
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 | BRUCE ROBINSON & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2025 | |
| 002 | BRUCE ROBINSON AND ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $736K | 11 | 2025 |
Retirement plans