Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT P. SALTSMAN, P.A.
EIN 59-2545006Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 7 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 P. SALTSMAN, P.A. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT P. SALTSMAN, P.A. EMPLOYEES SAVINGS TRUST
401k
Assets$2.9M
Participants4
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 P. SALTSMAN, P.A. CASH BALANCE PLAN | CashBalance | $3.0M | 3 | 2025 | |
| 001 | ROBERT P. SALTSMAN, P.A. EMPLOYEES SAVINGS TRUST | 401k | $2.9M | 4 | 2025 |
Retirement plans