Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID L. BROCKMAN, PC
EIN 20-0066884Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
30
5833 VERITAS DR - LINCOLN, NE 68516402-420-2400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 30 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
BROCKMAN ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BROCKMAN ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$490K
Participants17
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 | BROCKMAN ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.9M | 13 | 2024 | |
| 001 | BROCKMAN ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $490K | 17 | 2024 |
Retirement plans