Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
STACEY BRAUN ASSOCIATES INC
EIN 13-2889432investment managementLatest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
56
377 BROADWAY - NEW YORK, NY 100133907212-226-7707staceybraun.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 56 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
STACEY BRAUN ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$11.8M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STACEY BRAUN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$7.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STACEY BRAUN ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $11.8M | 37 | 2024 | |
| 001 | STACEY BRAUN ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.7M | 19 | 2025 |
Retirement plans