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Sponsor portfolio

BRIAN KREUL MD PC

EIN 27-2026108-medical practice-Latest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
30
3200 HILLCREST PARK DR. STE 200 - MEDFORD, OR 97504541-773-6700briankreulmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 15 part#001401k-$2.5M - 15 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • MD PC 401(K) (#001)40%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)15
  • MD PC 401(K) (#001)15
Total 30Click 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

BRIAN KREUL MD PC CASH BALANCE PLAN

CashBalance

Assets$3.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BRIAN KREUL MD PC 401(K) PLAN

401k

Assets$2.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRIAN KREUL MD PC CASH BALANCE PLANCashBalance$3.8M152024
001BRIAN KREUL MD PC 401(K) PLAN401k$2.5M152024
Retirement plans
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