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  2. BREN DIXON DMD LLC DBA BEAR CREEK PEDIATRIC DENTISTRY
Sponsor portfolio

BREN DIXON DMD LLC DBA BEAR CREEK PEDIATRIC DENTISTRY

EIN 46-1847441-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
21
1150 CRATER LAKE AVENUE, SUITE C - MEDFORD, OR 975046213541-773-3327
Plans on this EIN
2 filings
#001401k-$1.5M - 14 part#002CashBalance-$874K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DMD LLC 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD LLC 401(K) (#001)14
  • CASH BALANCE PLAN (#002)7
Total 21Click 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

BREN DIXON DMD LLC 401(K) PLAN

401k

Assets$1.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BREN DIXON DMD LLC CASH BALANCE PLAN

CashBalance

Assets$874K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BREN DIXON DMD LLC 401(K) PLAN401k$1.5M142024
002BREN DIXON DMD LLC CASH BALANCE PLANCashBalance$874K72024
Retirement plans
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