Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
BRYAN E. TAYLOR, D.D.S., P.A.
EIN 26-0046872Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
33
8304 OLD MCGREGOR ROAD, SUITE A - WACO, TX 76712254-776-4818bryanritcheydds.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 33 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
BRAZOSBRACES RETIREMENT PLAN & TRUST
401k
Assets$3.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRAZOSBRACES CASH BALANCE PLAN
CashBalance
Assets$844K
Participants16
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 | BRAZOSBRACES RETIREMENT PLAN & TRUST | 401k | $3.0M | 17 | 2024 | |
| 002 | BRAZOSBRACES CASH BALANCE PLAN | CashBalance | $844K | 16 | 2024 |
Retirement plans