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Sponsor portfolio

JANE BRODSKY, D.M.D., M.S.

EIN 52-2199075-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
6
11404 OLD GEORGETOWN ROAD, SUITE 204 - NORTH BETHESDA, MD 20852202-489-8317LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$1.2M - 3 part#002401k-$459K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN & TRUST (#001)73%
  • PROFIT SHARING PLAN (#002)27%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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

JANE BRODSKY, D.M.D., M.S. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN

401k

Assets$459K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JANE BRODSKY, D.M.D., M.S. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.2M32025
002JANE BRODSKY, D.M.D., M.S. 401(K) PROFIT SHARING PLAN401k$459K32025
Retirement plans
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