Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TBDB SUCCESSOR, LLC
EIN 99-0475515Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
2
800 BROADWAY - SONOMA, CA 95476707-996-4519
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 2 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
TYLER T. BOYNTON, DMD RETIREMENT PLAN
CashBalance
Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TYLER T. BOYNTON, DMD 401(K) PROFIT SHARING PLAN
401k
Assets$96K
Participants1
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 | TYLER T. BOYNTON, DMD RETIREMENT PLAN | CashBalance | $1.1M | 1 | 2025 | |
| 001 | TYLER T. BOYNTON, DMD 401(K) PROFIT SHARING PLAN | 401k | $96K | 1 | 2025 |
Retirement plans