Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT B. LIPMAN, P.C.
EIN 58-1450361Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
2
8 RIVERLY PLACE NW - ATLANTA, GA 30327404-588-1001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 2 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#003
ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ROBERT B. LIPMAN, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBERT B. LIPMAN, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 1 | 2024 | |
| 004 | ROBERT B. LIPMAN, P.C. PROFIT SHARING PLAN | ProfitSharing | $2.1M | 1 | 2024 |
Retirement plans