How big is Robert G. Feldman M.D.'s plan?

Robert G. Feldman M.D.'s plan reported $224K in assets and 6 participants for 2024.

Original filing (PDF)20250926173229NAL0011146352001

Robert G. Feldman M.D.

Name: Robert G. Feldman M.D. — Robert G. Feldman M.D., Form 5500 (2024)
Creator: Robert G. Feldman M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert G. Feldman M.D. Retirement Plan

401(k) retirement plan · Robert G. Feldman M.D.'s Robert G. Feldman M.D. Retirement Plan held $224K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

Plan identifiers

Robert G. Feldman M.D.'s EIN is 20-1637446.

EIN 20-1637446

Plan number 001

Plan year 2024

ACK ID 20250926173229NAL0011146352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert G. Feldman M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ROBERT G. FELDMAN M.D.

EIN

all filings

Address

23961 CALLE DE LA MAGDALENA, SUITE · LAGUNA HILLS, CA · 92653

Phone

(949) 452-1930

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator