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Sponsor portfolio

BRANDEISMD

EIN 83-3128082-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
11
100 PARK PLACE SUITE 140 - SAN RAMON, CA 94583925-255-7867brandeismd.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002TraditionalDB-$2.0M - 5 part#001401k-$394K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN & TRUST (#002)83%
  • PLAN & TRUST (#001)17%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • PLAN & TRUST (#002)5
Total 11Click 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#002

BRANDEISMD DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRANDEISMD 401(K) PLAN & TRUST

401k

Assets$394K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRANDEISMD DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.0M52025
001BRANDEISMD 401(K) PLAN & TRUST401k$394K62024
Retirement plans
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