Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM J. BRAND, D.D.S., MS, A PROFESSIONAL CORPORATION
EIN 01-0730303Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
14
10425 TIERRASANTA BLVD., SUITE 205 - SAN DIEGO, CA 921242618858-560-6374
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADAM J. BRAND, D.D.S., MS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADAM J. BRAND, D.D.S., MS, A PROFESSIONAL CORPORATION, PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADAM J. BRAND, D.D.S., MS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.2M | 7 | 2025 | |
| 001 | ADAM J. BRAND, D.D.S., MS, A PROFESSIONAL CORPORATION, PROFIT SHARING PLAN | ProfitSharing | $1.6M | 7 | 2025 |
Retirement plans