Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
BRANDON SCHWINDT, DMD, PC
EIN 20-1257183Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
30
11455 SW SUMMERFIELD DRIVE - TIGARD, OR 97224503-620-2777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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#001
BRANDON SCHWINDT, DMD, PC 401(K) PLAN
401k
Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRANDON SCHWINDT, DMD, PC 401(K) PLAN | 401k | $2.2M | 16 | 2024 | |
| 002 | BRANDON SCHWINDT, DMD, PC CASH BALANCE PLAN | CashBalance | $1.6M | 14 | 2024 |
Retirement plans