Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. BRIAN D. THURMAN, D.D.S., M.S., INC.
EIN 46-3130388Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
46
6789 N. WILLOW AVE., SUITE 106 - FRESNO, CA 93710559-439-0425
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 46 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
THURMAN ORTHODONTICS 401(K) PLAN
401k
Assets$1.5M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THURMAN ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$320K
Participants17
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 | THURMAN ORTHODONTICS 401(K) PLAN | 401k | $1.5M | 29 | 2025 | |
| 002 | THURMAN ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $320K | 17 | 2024 |
Retirement plans