Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BREWER DIRECT, INC.
EIN 20-1094526Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$18.6M assets
Welfare
0
Participants
175
800 ROYAL OAKS DR STE 102 - MONROVIA, CA 91016626-359-1015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.6M assets / 175 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
BREWER DIRECT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BREWER DIRECT, INC 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants82
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 | BREWER DIRECT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.2M | 93 | 2025 | |
| 001 | BREWER DIRECT, INC 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 82 | 2025 |
Retirement plans