How big is Robert L. GISE, M.D.'s plan?

Robert L. GISE, M.D.'s plan reported $774K in assets and 3 participants for 2024.

Original filing (PDF)20251010104944NAL0004157731001

Robert L. GISE, M.D.

Name: Robert L. GISE, M.D. — Robert L. GISE, M.D. 401(k), Form 5500 (2024)
Creator: Robert L. GISE, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L. GISE, M.D. 401(k) Plan

401(k) retirement plan · Robert L. GISE, M.D.'s Robert L. GISE, M.D. 401(k) Plan held $774K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$774K

Net assets (EOY)

$774K

Plan identifiers

Robert L. GISE, M.D.'s EIN is 04-3120087.

EIN 04-3120087

Plan number 002

Plan year 2024

ACK ID 20251010104944NAL0004157731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert L. GISE, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert L. GISE, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT L. GISE, M.D.

EIN

all filings

Address

210 LINCOLN STREET · WORCESTER, MA · 01605

Phone

(508) 755-0560

Industry

Health Care & Social Assistance

Plan administrator