Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C NELSON BRANNON, DDS
EIN 77-0170477Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
1430 E MAIN STREET, SUITE 105 - SANTA MARIA, CA 93454805-922-1017
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 4 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
C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
C. NELSON BRANNON, D.D.S. PENSION PLAN
MoneyPurchase
Assets$543K
Participants2
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 | C. NELSON BRANNON, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $1.0M | 2 | 2025 | |
| 001 | C. NELSON BRANNON, D.D.S. PENSION PLAN | MoneyPurchase | $543K | 2 | 2025 |
Retirement plans