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  2. MILAGROS SERRANO, DDS, PC
Sponsor portfolio

MILAGROS SERRANO, DDS, PC

EIN 30-0487818-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
14
1842 BEACON STREET, SUITE 303 - BROOKLINE, MA 02445617-734-7818LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$814K - 7 part#001401k-$211K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#002)79%
  • PLAN AND TRUST (#001)21%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)7
  • PLAN AND TRUST (#001)7
Total 14Click 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

MILAGROS SERRANO, DDS, PC DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$814K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MILAGROS SERRANO, DDS, PC 401(K) PLAN AND TRUST

401k

Assets$211K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MILAGROS SERRANO, DDS, PC DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$814K72024
001MILAGROS SERRANO, DDS, PC 401(K) PLAN AND TRUST401k$211K72025
Retirement plans
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