Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARROWHEAD PATHOLOGY MEDICAL GROUP
EIN 95-2690123medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 9 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
HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$630K
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 | HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLAN | ProfitSharing | $1.9M | 5 | 2025 | |
| 002 | HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLAN | MoneyPurchase | $630K | 4 | 2024 |
Retirement plans