PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LINDA OSBERG-BRAUN,P.A.
Sponsor portfolio

LINDA OSBERG-BRAUN,P.A.

EIN 65-0874260-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
15
10800 BISCAYNE BOULEVARD, SUITE 925 - MIAMI, FL 33161305-350-0707
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 7 part#001401k-$1.8M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PENSION (#002)52%
  • OSBERG-BRAUN,P.A. 401(K) Savin... (#001)48%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OSBERG-BRAUN,P.A. 401(K) Savin... (#001)8
  • CASH BALANCE PENSION (#002)7
Total 15Click 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#002

LINDA OSBERG-BRAUN,P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LINDA OSBERG-BRAUN,P.A. 401(K) SAVINGS PLAN

401k

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LINDA OSBERG-BRAUN,P.A. CASH BALANCE PENSION PLANCashBalance$1.9M72024
001LINDA OSBERG-BRAUN,P.A. 401(K) SAVINGS PLAN401k$1.8M82024
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