Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
GREGORY D. ALBERT, M.D., P.A.
EIN 59-3612252Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
3010 N. MILITARY TRAIL, SUITE 200 - BOCA RATON, FL 33431561-495-2700theopticentre.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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
GREGORY D. ALBERT, M.D., P.A. MONEY PURCHASE PLAN
MoneyPurchase
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREGORY D. ALBERT, M.D., P.A. PROFIT-SHARING PLAN & TRUST
ProfitSharing
Assets$387K
Participants5
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 | GREGORY D. ALBERT, M.D., P.A. MONEY PURCHASE PLAN | MoneyPurchase | $1.5M | 5 | 2025 | |
| 001 | GREGORY D. ALBERT, M.D., P.A. PROFIT-SHARING PLAN & TRUST | ProfitSharing | $387K | 5 | 2025 |
Retirement plans