How big is Jerry Robertson, DDS PC's plan?

Jerry Robertson, DDS PC's plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260226115003NAL0002840819001

Jerry Robertson, DDS PC

Name: Jerry Robertson, DDS PC — Jerry Robertson, DDS PC, Form 5500 (2025)
Creator: Jerry Robertson, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry Robertson, DDS PC 401(k) Plan

401(k) retirement plan · Jerry Robertson, DDS PC's Jerry Robertson, DDS PC 401(k) Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jerry Robertson signed Jerry Robertson, DDS PC's 2025 Form 5500 as plan administrator.

Jerry Robertson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jerry Robertson, DDS PC's EIN is 73-1587780.

EIN 73-1587780

Plan number 001

Plan year 2025

ACK ID 20260226115003NAL0002840819001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jerry Robertson, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jerry Robertson, DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERRY ROBERTSON, DDS PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score