Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRYAN M. BERGENS, DDS, PA 401(K) PROFIT SHARING
EIN 51-0467892medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 28 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
BRYAN M. BERGENS, DDS, PA 401(K) PROFIT SHARING
401k
Assets$1.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRYAN M. BERGENS, DDS, PA CASH BALANCE PENSION PLAN
CashBalance
Assets$827K
Participants13
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 | BRYAN M. BERGENS, DDS, PA 401(K) PROFIT SHARING | 401k | $1.2M | 15 | 2025 | |
| 002 | BRYAN M. BERGENS, DDS, PA CASH BALANCE PENSION PLAN | CashBalance | $827K | 13 | 2024 |
Retirement plans