Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
FISICHELLI, BEACH AND BRAR, D.D.S., P.A.
EIN 02-0345678Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
49
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 49 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
FISICHELLI, BEACH AND BRAR, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$3.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FISICHELLI, BEACH AND BRAR, DDS, PA CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.4M
Participants19
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 | FISICHELLI, BEACH AND BRAR, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $3.1M | 30 | 2024 | |
| 003 | FISICHELLI, BEACH AND BRAR, DDS, PA CASH BALANCE PLAN AND TRUST | CashBalance | $1.4M | 19 | 2024 |
Retirement plans