Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
GALEN FILBRUN, D.D.S., INC.
EIN 77-0053145medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
5
1524 MCHENRY AVE. #365 - MODESTO, CA 95350209-578-5035filbrunfamilydentistry.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 5 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
GALEN FILBRUN, D.D.S., INC. CASH BALANCE PLAN
CashBalance
Assets$673K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GALEN FILBRUN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$415K
Participants1
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 | GALEN FILBRUN, D.D.S., INC. CASH BALANCE PLAN | CashBalance | $673K | 4 | 2024 | |
| 001 | GALEN FILBRUN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $415K | 1 | 2025 |
Retirement plans