Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
F ROBERT SANTOS, PA
EIN 84-1636851Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
3
5000 S. CRESCENT DR. - TAMPA, FL 33611813-229-1111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $945K assets / 3 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
BOBBY SANTOS MEDIATION CASH BALANCE PLAN
CashBalance
Assets$833K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BOBBY SANTOS MEDIATION 401(K) PLAN
401k
Assets$112K
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 | |
|---|---|---|---|---|---|---|
| 002 | BOBBY SANTOS MEDIATION CASH BALANCE PLAN | CashBalance | $833K | 2 | 2025 | |
| 001 | BOBBY SANTOS MEDIATION 401(K) PLAN | 401k | $112K | 1 | 2024 |
Retirement plans