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  1. Companies/
  2. ALDO A. LOMBARDO, M.D., P.A.
Sponsor portfolio

ALDO A. LOMBARDO, M.D., P.A.

EIN 65-0734083-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
14
851 W INDIANTOWN ROAD - JUPITER, FL 33458561-747-1232
Plans on this EIN
2 filings
#001401k-$5.5M - 9 part#002TraditionalDB-$3.8M - 5 part

Retirement portfolio analytics

2 plans aggregated / $9.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • ALDO LOMBARDO 401(K) (#001)59%
  • DEFINED BENEFIT PLAN (#002)41%
Total $9.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALDO LOMBARDO 401(K) (#001)9
  • DEFINED BENEFIT PLAN (#002)5
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALDO LOMBARDO 401(K) PLAN

401k

Assets$5.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ALDO LOMBARDO DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALDO LOMBARDO 401(K) PLAN401k$5.5M92025
002ALDO LOMBARDO DEFINED BENEFIT PLANTraditionalDB$3.8M52024
Retirement plans
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