Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
JAMES D. BRYANT AND MATTHEW L. RIESER D.D.S. PC
EIN 71-0939963medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 28 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#002
JAMES D. BRYANT AND MATTHEW L. RIESER, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$741K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RIESER 401(K) PLAN
401k
Assets$701K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES D. BRYANT AND MATTHEW L. RIESER, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $741K | 11 | 2024 | |
| 001 | RIESER 401(K) PLAN | 401k | $701K | 17 | 2024 |
Retirement plans