PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STEPHEN W. BRADFORD, D.M.D., P.A.
Sponsor portfolio

STEPHEN W. BRADFORD, D.M.D., P.A.

EIN 65-0422541-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
30
11380 PROSPERITY FARMS ROAD, SUITE 117 - PALM BEACH GARDENS, FL 33410561-694-3006
Plans on this EIN
2 filings
#004401k-$5.3M - 16 part#005CashBalance-$1.9M - 14 part

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • D.M.D., P.A. 401(K) (#004)74%
  • CASH BALANCE PENSION (#005)26%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • D.M.D., P.A. 401(K) (#004)16
  • CASH BALANCE PENSION (#005)14
Total 30Click 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#004

STEPHEN W. BRADFORD, D.M.D., P.A. 401(K) PLAN

401k

Assets$5.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

STEPHEN W. BRADFORD, DMD, PA CASH BALANCE PENSION PLAN

CashBalance

Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004STEPHEN W. BRADFORD, D.M.D., P.A. 401(K) PLAN401k$5.3M162025
005STEPHEN W. BRADFORD, DMD, PA CASH BALANCE PENSION PLANCashBalance$1.9M142024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica