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  2. BROOKLINE PROGRESSIVE DENTAL TEAM
Sponsor portfolio

BROOKLINE PROGRESSIVE DENTAL TEAM

EIN 45-5578042-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
20
1842 BEACON STREET, SUITE 301 - BROOKLINE, MA 02445617-232-8113brooklinedentalteam.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$978K - 11 part#002CashBalance-$474K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN & TRUST (#001)67%
  • CASH BALANCE PENSION (#002)33%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • CASH BALANCE PENSION (#002)9
Total 20Click 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

BROOKLINE PROGRESSIVE DENTAL TEAM 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$978K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BROOKLINE PROGRESSIVE DENTAL TEAM CASH BALANCE PENSION PLAN

CashBalance

Assets$474K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BROOKLINE PROGRESSIVE DENTAL TEAM 401(K) PROFIT SHARING PLAN & TRUST401k$978K112024
002BROOKLINE PROGRESSIVE DENTAL TEAM CASH BALANCE PENSION PLANCashBalance$474K92024
Retirement plans
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