Assets by plan
Share of aggregate retirement assets
Filings through .
Holbrook & Manter, Inc.
EIN 31-0998651accountingLatest filing 2025
Plans
2
Retirement
2
$27.4M assets
Health & Benefits
0
Participants
120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.4M assets / 120 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#002
HOLBROOK & MANTER EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.2M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HOLBROOK & MANTER, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.3M
Participants63
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 |
|---|---|---|---|---|---|
| #002 | HOLBROOK & MANTER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.2M | 57 | 2025 |
| #001 | HOLBROOK & MANTER, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $6.3M | 63 | 2025 |
- #002 · ESOP · 202557
- #001 · 401(k) · 202563
Retirement plans