Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT D. LEHMAN, JR., M.D., P.C.
EIN 23-2362737Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
7
31 SOUTH EAGLE ROAD, SUITE 107 - HAVERTOWN, PA 19083610-446-3006
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M 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#002
ROBERT D. LEHMAN, JR., M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants3
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 D. LEHMAN, JR., M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $4.6M | 4 | 2025 | |
| 003 | ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 3 | 2025 |
Retirement plans