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Sponsor portfolio

BROOKWAY DENTAL

EIN 64-0908632-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
27
706 BROOKWAY BLVD. - BROOKHAVEN, MS 39601601-823-3200brookwaydental.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#003401k-$2.1M - 19 part#004CashBalance-$731K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SHARING PLAN 2 (#003)74%
  • CASH BALANCE PLAN (#004)26%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN 2 (#003)19
  • CASH BALANCE PLAN (#004)8
Total 27Click 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#003

BROOKWAY DENTAL PROFIT SHARING PLAN 2

401k

Assets$2.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BROOKWAY DENTAL CASH BALANCE PLAN

CashBalance

Assets$731K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BROOKWAY DENTAL PROFIT SHARING PLAN 2401k$2.1M192025
004BROOKWAY DENTAL CASH BALANCE PLANCashBalance$731K82024
Retirement plans
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