Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLBROOK & MANTER, INC.
EIN 31-0998651accountingLatest filing 2025
Plans
2
Retirement
2
$26.5M assets
Welfare
0
Participants
115
181 E. CENTER STREET - MARION, OH 43302740-387-8620holbrookmanter.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.5M assets / 115 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
HOLBROOK & MANTER EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.2M
Participants52
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HOLBROOK & MANTER, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.3M
Participants63
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 | HOLBROOK & MANTER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.2M | 52 | 2024 | |
| 001 | HOLBROOK & MANTER, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.3M | 63 | 2025 |
Retirement plans