Assets by plan
Share of aggregate retirement assets
Filings through .
Brandon Schwindt, DMD, PC
EIN 20-1257183Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Health & Benefits
0
Participants
27
11455 SW SUMMERFIELD DRIVE - TIGARD, OR 97224503-620-2777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 27 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BRANDON SCHWINDT, DMD, PC 401(K) PLAN
401(k)
Assets$2.6M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN
Cash balance
Assets$1.7M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRANDON SCHWINDT, DMD, PC 401(K) PLAN | 401(k) | $2.6M | 13 | 2025 |
| #002 | BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN | Cash balance | $1.7M | 14 | 2025 |
- #001 · 401(k) · 202513
- #002 · Cash balance · 202514
Retirement plans