Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILIP A. ROBINSON, MD, F.I.D.S.A.
EIN 33-0783137Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
4
320 SUPERIOR AVE. - SUITE 270 - NEWPORT BEACH, CA 92663949-650-9155
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 4 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
PHILIP A. ROBINSON, MD, F.I.D.S.A. 401K PLAN
401k
Assets$3.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILIP A. ROBINSON, M. D. , F.I.D.S.A. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants2
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 | PHILIP A. ROBINSON, MD, F.I.D.S.A. 401K PLAN | 401k | $3.2M | 2 | 2025 | |
| 002 | PHILIP A. ROBINSON, M. D. , F.I.D.S.A. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 2 | 2025 |
Retirement plans