Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
BRIX & PARTNERS LLC
EIN 13-4003727financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
61
560 LEXINGTON AVENUE - 16TH FLOOR - NEW YORK, NY 10022212-983-1550brixpartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 61 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
BRIX & PARTNERS LLC PENSION PLAN & TRUST
CashBalance
Assets$2.8M
Participants31
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRIX & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.6M
Participants30
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 | BRIX & PARTNERS LLC PENSION PLAN & TRUST | CashBalance | $2.8M | 31 | 2024 | |
| 001 | BRIX & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.6M | 30 | 2024 |
Retirement plans