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Sponsor portfolio

BRIAN G LODER DPM, PLC

EIN 26-3677100-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
43391 COMMONS DRIVE - CLINTON TOWNSHIP, MI 48038586-329-3895LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$897K - 6 part#002CashBalance-$715K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click 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

BRIAN G LODER DPM, PLC EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$897K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRIAN G LODER DPM, PLC CASH BALANCE PLAN

CashBalance

Assets$715K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRIAN G LODER DPM, PLC EMPLOYEES 401(K) PROFIT SHARING PLAN401k$897K62024
002BRIAN G LODER DPM, PLC CASH BALANCE PLANCashBalance$715K62024
Retirement plans
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