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Sponsor portfolio

BROOKLINE ORTHODONTICS

EIN 01-0751002-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
323 BOYLSTON STREET, #2-104 - BROOKLINE, MA 02445617-566-1775brooklineortho.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002TraditionalDB-$1.9M - 2 part#001401k-$344K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • DEFINED BENEFIT PENSION (#002)84%
  • PROFIT SHARING PLAN (#001)16%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROOKLINE ORTHODONTICS DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BROOKLINE ORTHODONTICS 401K PROFIT SHARING PLAN

401k

Assets$344K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BROOKLINE ORTHODONTICS DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M22025
001BROOKLINE ORTHODONTICS 401K PROFIT SHARING PLAN401k$344K22025
Retirement plans
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