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  2. MARK G. STAVROS, M.D., P.A.
Sponsor portfolio

MARK G. STAVROS, M.D., P.A.

EIN 03-0500560-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
21
5429 SOUNDSIDE DRIVE - GULF BREEZE, FL 325639532850-418-1278
Plans on this EIN
2 filings
#001401k-$4.6M - 11 part#002CashBalance-$785K - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • M.D., P.A. 401(K) (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., P.A. 401(K) (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARK G. STAVROS, M.D., P.A. 401(K) PLAN

401k

Assets$4.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK G. STAVROS, M.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$785K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARK G. STAVROS, M.D., P.A. 401(K) PLAN401k$4.6M112025
002MARK G. STAVROS, M.D., P.A. CASH BALANCE PLANCashBalance$785K102025
Retirement plans
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