Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CRANBROOK WEALTH MANAGEMENT, LLC
EIN 20-1198595financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
11
36330 WOODWARD AVE STE 200 - BLOOMFIELD HILLS, MI 48304248-362-0900cranbrookwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 11 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
CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CRANBROOK WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$1.3M
Participants6
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 | CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2024 | |
| 001 | CRANBROOK WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $1.3M | 6 | 2025 |
Retirement plans