Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.5M assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLAN | Profit-sharing | $1.9M | 5 | 2025 |
| #002 | HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLAN | Money purchase | $630K | 4 | 2024 |