Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROOKS WILKINS SHARKEY & TURCO, PLLC
EIN 26-4243140law practiceLatest filing 2025
Plans
2
Retirement
2
$25.7M assets
Welfare
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 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#001
BWST SAFE HARBOR 401(K) PROFIT SHARING PLAN
401k
Assets$21.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BWST CASH BALANCE PLAN
CashBalance
Assets$4.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BWST SAFE HARBOR 401(K) PROFIT SHARING PLAN | 401k | $21.7M | 31 | 2025 | |
| 002 | BWST CASH BALANCE PLAN | CashBalance | $4.0M | 31 | 2025 |
Retirement plans