Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
DR. RICHARD B. WEISBERG, PA
EIN 65-0774235Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
1141 SE INDIAN STREET SUITE 101 - STUART, FL 34997772-221-7789
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 18 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#001
DR. RICHARD B. WEISBERG, PA 401K PLAN
401k
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. RICHARD B. WEISBERG, PA CASH BALANCE PLAN
CashBalance
Assets$557K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. RICHARD B. WEISBERG, PA 401K PLAN | 401k | $1.4M | 10 | 2025 | |
| 002 | DR. RICHARD B. WEISBERG, PA CASH BALANCE PLAN | CashBalance | $557K | 8 | 2025 |
Retirement plans