Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT L. PENA, D.M.D., DENTAL CORPORATION
EIN 95-4734396Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
27
22930 LYONS AVENUE - SANTA CLARITA, CA 91321661-222-7171
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 27 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 L. PENA, D.M.D, DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT L. PENA, D.M.D., DENTAL CORPORATION RETIREMENT PLAN
401k
Assets$1.7M
Participants14
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 L. PENA, D.M.D, DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 13 | 2025 | |
| 003 | ROBERT L. PENA, D.M.D., DENTAL CORPORATION RETIREMENT PLAN | 401k | $1.7M | 14 | 2025 |
Retirement plans