Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRADSHAW ROGERS FINANCIAL PARTNERS, INC.
EIN 11-3780428financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
19
1816 E INNES STREET SUITE 102 - SALISBURY, NC 28146704-226-2260bradshawrogers.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 19 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
BRADSHAW ROGERS FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BRADSHAW ROGERS FINANCIAL PARTNERS, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.3M
Participants9
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 | BRADSHAW ROGERS FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 10 | 2025 | |
| 003 | BRADSHAW ROGERS FINANCIAL PARTNERS, INC. DEFINED BENEFIT PLAN | CashBalance | $1.3M | 9 | 2024 |
Retirement plans