Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT J. ANDERSON, M.D., P.A.
EIN 20-1811709Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
7
600 UNIVERSITY DR 101 - JUPITER, FL 33458561-776-7676
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 7 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#001
ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST
TraditionalDB
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT J. ANDERSON, M.D., P.A. 401K PROFIT SHARING PLAN
401k
Assets$160K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST | TraditionalDB | $2.3M | 3 | 2025 | |
| 002 | ROBERT J. ANDERSON, M.D., P.A. 401K PROFIT SHARING PLAN | 401k | $160K | 4 | 2025 |
Retirement plans