Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
BRETT DAVID JULIANO, DMD, PA
EIN 65-0725757Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
13
801 MEADOWS ROAD, SUITE 115 - BOCA RATON, FL 33486561-392-9766
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 13 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
BRETT DAVID JULIANO, DMD, PA 401(K) PLAN
401k
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRETT DAVID JULIANO, DMD, PA CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants6
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 | BRETT DAVID JULIANO, DMD, PA 401(K) PLAN | 401k | $1.7M | 7 | 2025 | |
| 002 | BRETT DAVID JULIANO, DMD, PA CASH BALANCE PLAN | CashBalance | $1.2M | 6 | 2025 |
Retirement plans