How big is J. Scott Robertson, M.D., P.C.'s plan?

J. Scott Robertson, M.D., P.C.'s plan reported $4.0M in assets and 24 participants for 2025.

Original filing (PDF)20260511100225NAL0005640289001

J. Scott Robertson, M.D., P.C.

Name: J. Scott Robertson, M.D., P.C. — J. Scott Robertson, Form 5500 (2025)
Creator: J. Scott Robertson, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Scott Robertson, M.D., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · J. Scott Robertson, M.D., P.C.'s J. Scott Robertson, M.D., P.C. 401(k) Profit Sharing Plan held $4.0M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

J. Scott Robertson, M.D., P.C.'s EIN is 63-1164786.

EIN 63-1164786

Plan number 002

Plan year 2025

ACK ID 20260511100225NAL0005640289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J. Scott Robertson, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J. Scott Robertson, M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. SCOTT ROBERTSON, M.D., P.C..

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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