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  2. SHAWN L. MILLER, DMD, INC.
Sponsor portfolio

SHAWN L. MILLER, DMD, INC.

EIN 26-2086985-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
17
1110 EAST CHAPMAN AVENUE SUITE 205 - ORANGE, CA 92866714-639-1061millerbraces.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 8 part#002CashBalance-$695K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DMD, INC. 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)9
  • DMD, INC. 401(K) (#001)8
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHAWN L. MILLER, DMD, INC. 401(K) PLAN

401k

Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHAWN L. MILLER, DMD, INC. CASH BALANCE PLAN

CashBalance

Assets$695K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHAWN L. MILLER, DMD, INC. 401(K) PLAN401k$1.2M82025
002SHAWN L. MILLER, DMD, INC. CASH BALANCE PLANCashBalance$695K92025
Retirement plans
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