Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRETT M. SULLIVAN, DMD, MD, LLC
EIN 46-5630579Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
49
11211 SE SUNNYSIDE ROAD - CLACKAMAS, OR 97015503-652-8080
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 49 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
BRETT M. SULLIVAN, DMD, MD, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN
CashBalance
Assets$702K
Participants22
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 | BRETT M. SULLIVAN, DMD, MD, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 27 | 2024 | |
| 002 | BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN | CashBalance | $702K | 22 | 2024 |
Retirement plans