Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN K. BRANDT, D.D.S., P.A.
EIN 74-2977648medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
22
1201 SOUTH W.S. YOUNG DRIVE, SUITE D - KILLEEN, TX 765434887254-690-3380LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 22 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
STEPHEN K. BRANDT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STEPHEN K. BRANDT, D.D.S., P.A. RETIREMENT 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 | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN K. BRANDT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 16 | 2024 | |
| 003 | STEPHEN K. BRANDT, D.D.S., P.A. RETIREMENT PLAN | CashBalance | $1.2M | 6 | 2024 |
Retirement plans