Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC.
EIN 94-2750971Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
20
750 N. CAPITOL AVENUE, SUITE C2 - SAN JOSE, CA 951331942408-258-5244
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 20 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#003
ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. 401(A)(4) PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 10 | 2024 | |
| 001 | ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. 401(A)(4) PROFIT SHARING PLAN | ProfitSharing | $2.4M | 10 | 2024 |
Retirement plans