Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN M. ASSAEL, D.D.S.
EIN 94-3188590Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 15 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#001
BRIAN M. ASSAEL, D.D.S. PROFIT SHARING 401(K) PLAN
401k
Assets$4.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIAN M. ASSAEL, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$796K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIAN M. ASSAEL, D.D.S. PROFIT SHARING 401(K) PLAN | 401k | $4.0M | 8 | 2024 | |
| 002 | BRIAN M. ASSAEL, D.D.S. CASH BALANCE PLAN | CashBalance | $796K | 7 | 2024 |
Retirement plans