Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
ARNOLD TRACHT, DDS, DANIEL BRISKIE, DDS & LISA GOLDBERG, DDS, PC
EIN 38-3019703Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
48
1814 ROCHESTER ROAD - ROCHESTER HILLS, MI 48307248-608-2626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 48 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
ARNOLD TRACHT, DDS, DANIEL BRISKIE, DDS & LISA GOLDBERG, DDS, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ARNOLD L. TRACHT, DDS, DANIEL BRISKIE, DDS & LISA GOLDBERG, DDS, PC DBPP II
TraditionalDB
Assets$165K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARNOLD TRACHT, DDS, DANIEL BRISKIE, DDS & LISA GOLDBERG, DDS, P.C. PROFIT SHARING PLAN | ProfitSharing | $2.1M | 48 | 2024 | |
| 003 | ARNOLD L. TRACHT, DDS, DANIEL BRISKIE, DDS & LISA GOLDBERG, DDS, PC DBPP II | TraditionalDB | $165K | 0 | 2024 |
Retirement plans