Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT J SPIES MD PC
EIN 86-0639644medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
12
5410 N SCOTTSDALE RD STE C100 - PARADISE VALLEY, AZ 852535918480-890-0600LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 12 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#004
ROBERT J. SPIES, M.D., P.C. PROFIT SHARING PLAN
401k
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT J SPIES MD PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$102K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ROBERT J. SPIES, M.D., P.C. PROFIT SHARING PLAN | 401k | $1.7M | 6 | 2024 | |
| 001 | ROBERT J SPIES MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $102K | 6 | 2025 |
Retirement plans