Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRODIE DENTAL LLC
EIN 26-1525204Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
16
305 SHAFER LANE - JACKSONVILLE, OR 97530541-899-8833
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 16 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
BRODIE DENTAL LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRODIE DENTAL LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants7
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 | BRODIE DENTAL LLC 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 9 | 2024 | |
| 002 | BRODIE DENTAL LLC CASH BALANCE PLAN | CashBalance | $1.2M | 7 | 2024 |
Retirement plans