Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. ROBERT H. STEPHENSON, DDS, PC
EIN 93-1083818Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
2
700 COUNTRY CLUB RD - EUGENE, OR 97401541-343-8527
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 2 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 H. STEPHENSON, DDS, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT H. STEPHENSON, D.D.S., P.C. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.7M
Participants1
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 H. STEPHENSON, DDS, PC DEFINED BENEFIT PLAN | TraditionalDB | $2.4M | 1 | 2024 | |
| 001 | ROBERT H. STEPHENSON, D.D.S., P.C. 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.7M | 1 | 2024 |
Retirement plans