Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT W. CLARK, JR., D.D.S.
EIN 86-6106470medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
8711 E PINNACLE PEAK RD PMB 214 - SCOTTSDALE, AZ 852553517623-933-2971rwalkerdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M 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 W. CLARK, JR., D.D.S. PROFIT SHARING PLAN
401k
Assets$783K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT W. CLARK, JR., D.D.S. PENSION PLAN
MoneyPurchase
Assets$296K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT W. CLARK, JR., D.D.S. PROFIT SHARING PLAN | 401k | $783K | 3 | 2024 | |
| 001 | ROBERT W. CLARK, JR., D.D.S. PENSION PLAN | MoneyPurchase | $296K | 4 | 2024 |
Retirement plans