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Sponsor portfolio

DAVID R. BROSTOWITZ, D.D.S., S.C

EIN 39-1500926-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
22
141 W. FRONT STREET - PESHTIGO, WI 541571421715-582-3601LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.7M - 11 part#002CashBalance-$534K - 11 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)11
Total 22Click 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#001

DAVID R BROSTOWITZ DDS SC 401(K) PROFIT SHARING PLAN

401k

Assets$4.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID R. BROSTOWITZ, D.D.S., S.C. CASH BALANCE PLAN

CashBalance

Assets$534K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID R BROSTOWITZ DDS SC 401(K) PROFIT SHARING PLAN401k$4.7M112024
002DAVID R. BROSTOWITZ, D.D.S., S.C. CASH BALANCE PLANCashBalance$534K112025
Retirement plans
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