Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
BRIAN J. ROSENZWEIG, D.M.D., P.C.
EIN 55-0818729Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
3341 NW STARVIEW DRIVE - BEND, OR 97703541-382-6822
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
BRIAN J. ROSENZWEIG, D.M.D., P.C. 401(K) PLAN
401k
Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIAN J. ROSENZWEIG, D.M.D., P.C. CASH BALANCE PLAN & TRUST
CashBalance
Assets$540K
Participants10
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 | BRIAN J. ROSENZWEIG, D.M.D., P.C. 401(K) PLAN | 401k | $2.9M | 12 | 2025 | |
| 002 | BRIAN J. ROSENZWEIG, D.M.D., P.C. CASH BALANCE PLAN & TRUST | CashBalance | $540K | 10 | 2024 |
Retirement plans