Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK MANDELL BROWN MD INC
EIN 31-1293339Latest filing 2025
Plans
3
Retirement
2
$4.8M assets
Welfare
1
Participants
21
10735 MONTGOMERY RD - MONTGOMERY, OH 45242513-984-4700
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARK MANDELL-BROWN, M.D., INC. 401(K) PROFIT-SHARING PLAN
401k
Assets$3.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARK MANDELL-BROWN, M.D., INC. PENSION PLAN
TraditionalDB
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARK MANDELL BROWN MD INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARK MANDELL-BROWN, M.D., INC. 401(K) PROFIT-SHARING PLAN | 401k | $3.3M | 12 | 2024 | |
| 003 | MARK MANDELL-BROWN, M.D., INC. PENSION PLAN | TraditionalDB | $1.5M | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARK MANDELL BROWN MD INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans