Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
TOPPER BROKERAGE, INC.
EIN 13-2622269insuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
15
18 E. BROADWAY SUITE 609 - NEW YORK, NY 10002201-787-1653tbibonds.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M 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#002
TOPPER BROKERAGE, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TOPPER BROKERAGE, INC 401K PLAN
401k
Assets$810K
Participants10
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 | TOPPER BROKERAGE, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2025 | |
| 001 | TOPPER BROKERAGE, INC 401K PLAN | 401k | $810K | 10 | 2025 |
Retirement plans