Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCOTT L BERNSTEIN MD PC
EIN 86-1011851Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$454K assets
Welfare
0
Participants
7
9458 E IRONWOOD SQUARE DRIVE, # 102 - SCOTTSDALE, AZ 85258480-688-0193
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $454K assets / 7 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
SCOTT L BERNSTEIN MD CASH BALANCE PLAN
CashBalance
Assets$439K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCOTT L BERNSTEIN MD PROFIT SHARING PLAN
ProfitSharing
Assets$16K
Participants3
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 | SCOTT L BERNSTEIN MD CASH BALANCE PLAN | CashBalance | $439K | 4 | 2025 | |
| 002 | SCOTT L BERNSTEIN MD PROFIT SHARING PLAN | ProfitSharing | $16K | 3 | 2025 |
Retirement plans