Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRETT W. BECKMAN, DVM, FAVD, DAVDC, DAAPM, P.A.
EIN 26-0629351Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.5M assets
Welfare
0
Participants
14
225 WAYMONT COURT, SUITE 111 - LAKE MARY, FL 32746941-286-9617
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.5M assets / 14 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#003
BRETT W. BECKMAN, DVM RETIREMENT PLAN
CashBalance
Assets$4.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BRETT W BECKMAN, DVM 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRETT W BECKMAN, DVM PROFIT SHARING PLAN
ProfitSharing
Assets$214K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BRETT W. BECKMAN, DVM RETIREMENT PLAN | CashBalance | $4.1M | 4 | 2025 | |
| 001 | BRETT W BECKMAN, DVM 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 5 | 2025 | |
| 002 | BRETT W BECKMAN, DVM PROFIT SHARING PLAN | ProfitSharing | $214K | 5 | 2025 |
Retirement plans