Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$587K
Filings through .
Brian J. Rosenzweig, D.M.D., P.C.
EIN 55-0818729Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Health & Benefits
0
Participants
23
3341 NW STARVIEW DRIVE - BEND, OR 97703541-382-6822
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 23 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BRIAN J. ROSENZWEIG, D.M.D., P.C. 401(K) PLAN
401(k)
Assets$2.9M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRIAN J. ROSENZWEIG, D.M.D., P.C. CASH BALANCE PLAN & TRUST
Cash balance
Assets$587K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRIAN J. ROSENZWEIG, D.M.D., P.C. 401(K) PLAN | 401(k) | $2.9M | 12 | 2025 |
| #002 | BRIAN J. ROSENZWEIG, D.M.D., P.C. CASH BALANCE PLAN & TRUST | Cash balance | $587K | 11 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 202511
Retirement plans