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  2. Arrowhead Pathology Medical Group
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Arrowhead Pathology Medical Group

EIN 95-2690123-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
9
400 N. PEPPER AVENUE - COLTON, CA 92324951-735-2250LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001Profit-sharing-$1.9M - 5 part#002Money purchase-$630K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$1.9M
  • MONEY PURCHASE PENSION (#002)$630K
Total $2.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • MONEY PURCHASE PENSION (#002)4
Total 9Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLAN

Profit-sharing

Assets$1.9M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLAN

Money purchase

Assets$630K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLANProfit-sharing$1.9M52025
#002HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLANMoney purchase$630K42024
  • HERBERT BRAUNSTEIN, MD & ROBERT A. STEWART, MD INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP PROFIT SHARING PLAN$1.9M
    #001 · Profit-sharing · 20255
  • HERBERT BRAUNSTEIN MD & ROBERT A. STEWART MD, INC. DBA ARROWHEAD PATHOLOGY MEDICAL GROUP MONEY PURCHASE PENSION PLAN$630K
    #002 · Money purchase · 20244
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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