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  2. BRIAN B. BLATTER, D.D.S.
Sponsor portfolio

BRIAN B. BLATTER, D.D.S.

EIN 68-0352233-medical practice-Latest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
13
2189 EAST STREET - CONCORD, CA 945202011925-685-3175LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.9M - 7 part#002CashBalance-$2.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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#001

BRIAN B. BLATTER, D.D.S. PROFIT SHARING 401(K) PLAN

401k

Assets$4.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRIAN B. BLATTER, D.D.S. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRIAN B. BLATTER, D.D.S. PROFIT SHARING 401(K) PLAN401k$4.9M72024
002BRIAN B. BLATTER, D.D.S. CASH BALANCE PLANCashBalance$2.6M62024
Retirement plans
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