Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARY JOEL BRAUNSTEIN, D.D.S., INC.
EIN 95-3549908Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$177K assets
Welfare
0
Participants
7
2020 CASSIA ROAD #102 - CARLSBAD, CA 92009760-918-0798
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $177K assets / 7 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#003
GARY JOEL BRAUNSTEIN, DDS, INC. CASH BALANCE PLAN
CashBalance
Assets$103K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GARY JOEL BRAUNSTEIN, D.D.S., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$74K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GARY JOEL BRAUNSTEIN, DDS, INC. CASH BALANCE PLAN | CashBalance | $103K | 2 | 2025 | |
| 002 | GARY JOEL BRAUNSTEIN, D.D.S., INC. PROFIT SHARING PLAN | ProfitSharing | $74K | 5 | 2025 |
Retirement plans