Assets by plan
Share of aggregate retirement assets
Filings through .
Bobi J. Frank P.A.
EIN 47-3361363Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$112K assets
Health & Benefits
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $112K assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BOBI J. FRANK P.A. 401 (K) PROFIT SHARING PLAN
401(k)
Assets$112K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BOBI J. FRANK P.A. CASH BALANCE PLAN
Cash balance
Assets$22
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BOBI J. FRANK P.A. 401 (K) PROFIT SHARING PLAN | 401(k) | $112K | 5 | 2025 |
| #003 | BOBI J. FRANK P.A. CASH BALANCE PLAN | Cash balance | $22 | 1 | 2025 |
- #002 · 401(k) · 20255
- #003 · Cash balance · 20251
Retirement plans