How big is Robert J. BAE M.D., Inc.'s plan?

Robert J. BAE M.D., Inc.'s plan reported $6.0M in assets and 4 participants for 2024.

Original filing (PDF)20251015001906NAL0003701633001

Robert J. BAE M.D., Inc.

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

Form 5500-SF

FILING_RECEIVED

Robert J. BAE, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert J. BAE M.D., Inc.'s Robert J. BAE, M.D., Inc. 401(k) Profit Sharing Plan held $6.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Robert J. BAE M.D., Inc.'s EIN is 77-0641004.

EIN 77-0641004

Plan number 002

Plan year 2024

ACK ID 20251015001906NAL0003701633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert J. BAE M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROBERT J. BAE M.D., INC.

EIN

all filings

Address

1401 AVOCADO AVE., STE 602 · NEWPORT BEACH, CA · 92660

Phone

(949) 365-5346

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator