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  2. DR. ROBERT R THOUSAND III PA
Sponsor portfolio

DR. ROBERT R THOUSAND III PA

EIN 26-3902020-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
23
15 ST. JOHN'S MEDICAL PARK DRIVE - ST. AUGUSTINE, FL 32086904-797-9044
Plans on this EIN
2 filings
#002CashBalance-$728K - 9 part#001401k-$307K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)9
Total 23Click 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#002

DR. ROBERT R. THOUSAND, III, PA CASH BALANCE PLAN

CashBalance

Assets$728K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DR. ROBERT R THOUSAND III PA 401(K) PROFIT SHARING PLAN

401k

Assets$307K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. ROBERT R. THOUSAND, III, PA CASH BALANCE PLANCashBalance$728K92024
001DR. ROBERT R THOUSAND III PA 401(K) PROFIT SHARING PLAN401k$307K142025
Retirement plans
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