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  2. BRANDON AU DDS, INC.
Sponsor portfolio

BRANDON AU DDS, INC.

EIN 27-4921621-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
11
1506 HUNTINGTON DRIVE - SOUTH PASADENA, CA 91030626-799-2888
Plans on this EIN
2 filings
#002CashBalance-$4.9M - 4 part#001401k-$859K - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#002)85%
  • PROFIT SHARING PLAN (#001)15%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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

NEW VISION DENTAL CASH BALANCE PLAN

CashBalance

Assets$4.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW VISION DENTAL 401(K) PROFIT SHARING PLAN

401k

Assets$859K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEW VISION DENTAL CASH BALANCE PLANCashBalance$4.9M42024
001NEW VISION DENTAL 401(K) PROFIT SHARING PLAN401k$859K72024
Retirement plans
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