Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT G. MARX, MD, P.C.
EIN 03-0428325Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
10
1725 YORK AVENUE, APARTMENT 22F - NEW YORK, NY 10128212-606-1645
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 10 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 MARX, MD, PC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT MARX, MD, PC RETIREMENT PLAN
ProfitSharing
Assets$2.0M
Participants5
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 MARX, MD, PC CASH BALANCE PLAN | CashBalance | $2.7M | 5 | 2025 | |
| 001 | ROBERT MARX, MD, PC RETIREMENT PLAN | ProfitSharing | $2.0M | 5 | 2025 |
Retirement plans