Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
BRATTON & CO., INC.
EIN 27-1232908Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
14
1547 PALOS VERDES MALL, SUITE 198 - WALNUT CREEK, CA 94597925-289-9001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 14 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
BRATTON & CO., INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$4.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRATTON & CO 401(K) PLAN
401k
Assets$2.9M
Participants11
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 | BRATTON & CO., INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $4.5M | 3 | 2025 | |
| 001 | BRATTON & CO 401(K) PLAN | 401k | $2.9M | 11 | 2025 |
Retirement plans