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Sponsor portfolio

BRIAN C. MILLS, DMD

EIN 77-0122541-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
432 SAND HILL CIRCLE - MENLO PARK, CA 94025650-961-6914LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.2M - 4 part#002CashBalance-$3K - 0 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
Total 4Click 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 C. MILLS 401(K) PROFIT SHARING PLAN

401k

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRIAN C MILLS DMD CASH BALANCE PLAN

CashBalance

Assets$3K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRIAN C. MILLS 401(K) PROFIT SHARING PLAN401k$2.2M42024
002BRIAN C MILLS DMD CASH BALANCE PLANCashBalance$3K02024
Retirement plans
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