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Sponsor portfolio

BRIX CO INC. DBA CONCEPT BUILDERS

EIN 20-2751041-Construction-Latest filing 2024
Plans
2
Retirement
2
$713K assets
Welfare
0
Participants
18
411 W. CHESTNUT AVE. - MONROVIA, CA 91016626-303-5052
Plans on this EIN
2 filings
#001CashBalance-$511K - 7 part#002401k-$202K - 11 part

Retirement portfolio analytics

2 plans aggregated / $713K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#001)72%
  • CONCEPT BUILDERS 401(K) (#002)28%
Total $713KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONCEPT BUILDERS 401(K) (#002)11
  • CASH BALANCE PLAN (#001)7
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONCEPT BUILDERS CASH BALANCE PLAN

CashBalance

Assets$511K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONCEPT BUILDERS 401(K) PLAN

401k

Assets$202K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONCEPT BUILDERS CASH BALANCE PLANCashBalance$511K72024
002CONCEPT BUILDERS 401(K) PLAN401k$202K112024
Retirement plans
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