Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT BLOOM, M.D.
EIN 31-1406551Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
91
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 91 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 BLOOM M.D. PROFIT SHARING PLAN
401k
Assets$7.8M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT BLOOM, M.D. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.0M
Participants44
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 BLOOM M.D. PROFIT SHARING PLAN | 401k | $7.8M | 47 | 2024 | |
| 003 | ROBERT BLOOM, M.D. CASH BALANCE PENSION PLAN | CashBalance | $3.0M | 44 | 2024 |
Retirement plans