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  2. BROOKHAVEN FAMILY DENTISTRY, P.C.
Sponsor portfolio

BROOKHAVEN FAMILY DENTISTRY, P.C.

EIN 26-4036135-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
29
3669 NORTH PEACHTREE RD, STE 200 - BROOKHAVEN, GA 30319770-451-0611
Plans on this EIN
2 filings
#002401k-$987K - 17 part#001CashBalance-$969K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DENTISTRY, P.C. 401(K) (#002)50%
  • CASH BALANCE PLAN (#001)50%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DENTISTRY, P.C. 401(K) (#002)17
  • CASH BALANCE PLAN (#001)12
Total 29Click 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#002

BROOKHAVEN FAMILY DENTISTRY, P.C. 401(K) PLAN

401k

Assets$987K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROOKHAVEN FAMILY DENTISTRY, P.C. CASH BALANCE PLAN

CashBalance

Assets$969K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BROOKHAVEN FAMILY DENTISTRY, P.C. 401(K) PLAN401k$987K172025
001BROOKHAVEN FAMILY DENTISTRY, P.C. CASH BALANCE PLANCashBalance$969K122025
Retirement plans
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