Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BART F. ROBISON, D.D.S., P.S.
EIN 91-1990110medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
13
3710 168TH ST NE STE 101, BLDG D - ARLINGTON, WA 982238461350-651-9394LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 13 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
BART F. ROBISON, D.D.S., P.S., PROFIT SHARING PLAN
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BART F. ROBISON, D.D.S., P.S. CASH BALANCE PLAN
CashBalance
Assets$894K
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 | BART F. ROBISON, D.D.S., P.S., PROFIT SHARING PLAN | 401k | $2.6M | 7 | 2024 | |
| 002 | BART F. ROBISON, D.D.S., P.S. CASH BALANCE PLAN | CashBalance | $894K | 6 | 2024 |
Retirement plans