Assets by plan
Share of aggregate retirement assets
Filings through .
Brooks Wilkins Sharkey & Turco, PLLC
EIN 26-4243140law practiceLatest filing 2025
Plans
2
Retirement
2
$25.7M assets
Health & Benefits
0
Participants
62
401 S. OLD WOODWARD, SUITE 400 - BIRMINGHAM, MI 48009248-971-1713bwst-law.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.7M assets / 62 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BWST SAFE HARBOR 401(K) PROFIT SHARING PLAN
401(k)
Assets$21.7M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BWST CASH BALANCE PLAN
Cash balance
Assets$4.0M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BWST SAFE HARBOR 401(K) PROFIT SHARING PLAN | 401(k) | $21.7M | 31 | 2025 |
| #002 | BWST CASH BALANCE PLAN | Cash balance | $4.0M | 31 | 2025 |
- #001 · 401(k) · 202531
- #002 · Cash balance · 202531
Retirement plans