Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT APPLEBAUM M.D. INC.
EIN 88-2192545hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
14
436 N. BEDFORD DRIVE, STE. 203 - BEVERLY HILLS, CA 902104312310-838-2226applebaummd.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 14 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
ROBERT APPLEBAUM M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT APPLEBAUM M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$359K
Participants4
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 | ROBERT APPLEBAUM M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 10 | 2024 | |
| 002 | ROBERT APPLEBAUM M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $359K | 4 | 2024 |
Retirement plans