Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBINSON FINANCIAL CORPORATION
EIN 94-2684466Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
14
3603 ALAMEDA DE LAS PULGAS - MENLO PARK, CA 94025650-854-2700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M 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
ROBINSON FINANCIAL CORP PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBINSON FINANCIAL CORPORATION 401(K) PLAN
401k
Assets$199K
Participants12
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 | ROBINSON FINANCIAL CORP PROFIT SHARING PLAN | ProfitSharing | $2.4M | 2 | 2025 | |
| 002 | ROBINSON FINANCIAL CORPORATION 401(K) PLAN | 401k | $199K | 12 | 2025 |
Retirement plans