Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN D ROBINSON, D.D.S., LTD.
EIN 86-0875346health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 14 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
STEVEN D ROBINSON D.D.S., LTD 401K PROFIT SHARING PLAN
401k
Assets$4.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN D ROBINSON, D.D.S., LTD. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN D ROBINSON D.D.S., LTD 401K PROFIT SHARING PLAN | 401k | $4.0M | 8 | 2025 | |
| 002 | STEVEN D ROBINSON, D.D.S., LTD. CASH BALANCE PLAN | CashBalance | $1.8M | 6 | 2025 |
Retirement plans