Back to filter
Original filing (PDF)20250725142950NAL0005965345001
ROBERT W. MAUTHE, M.D. P.C.
Form 5500-SF
FILING_RECEIVED
ROBERT W. MAUTHE, M. D. P. C. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT W. MAUTHE, M.D. P.C..
Plan sponsor
Name
ROBERT W. MAUTHE, M.D. P.C.
EIN
23-3046831
Address
4643 BROOKRIDGE DRIVE · CENTER VALLEY, PA · 18034
Phone
(610) 791-7690
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
DAVID R. BUYER MDSC
DAVID R. BUYER MDSC PROFIT SHARING PLAN & TRUST
$3.3M · 2 participants
PAULUS SANTOSO MD A PROFESSIONAL CORPORATION
PAULUS SANTOSO MD A PROFESSIONAL CORPORATION 401(K) PLAN
$3.3M · 10 participants
THANE MORGAN, MD, PA
THANE MORGAN, MD, PA 401(K) PLAN
$3.3M · 7 participants
PENINSULA NEPHROLOGY ASSOCIATES, P.A.
PENINSULA NEPHROLOGY ASSOCIATES, P.A. CASH BALANCE PLAN
$3.3M · 11 participants
VASCULAR INSTITUTE OF THE MIDWEST
VASCULAR INSTITUTE OF THE MIDWEST 401(K) PLAN
$3.3M · 13 participants
RESPIRATORY & SLEEP SPECIALISTS
RESPIRATORY & SLEEP SPECIALISTS LLC 401K PLAN
$3.3M · 6 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B