Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEAN BROIHIER & ASSOCIATES
EIN 26-0763011Retail TradeLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
17
2202 MAIN STREET - SANTA MONICA, CA 90405630-606-6412
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 17 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
SEAN BROIHIER & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SEAN BROIHIER & ASSOCIATES RETIREMENT PLAN
CashBalance
Assets$1.4M
Participants8
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 | SEAN BROIHIER & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 9 | 2024 | |
| 001 | SEAN BROIHIER & ASSOCIATES RETIREMENT PLAN | CashBalance | $1.4M | 8 | 2024 |
Retirement plans