Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B & R BIRCHLER INVESTMENT CORPORATION
EIN 33-0991416Retail TradeLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
19
1502 E. EDINGER AVE. - SANTA ANA, CA 92705714-667-0207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 19 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
B & R BIRCHLER INVESTMENT CORPORATION RETIREMENT PLAN
401k
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
B & R BIRCHLER INVESTMENT CORPORATION PENSION PLAN
TraditionalDB
Assets$779K
Participants9
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 | B & R BIRCHLER INVESTMENT CORPORATION RETIREMENT PLAN | 401k | $2.0M | 10 | 2024 | |
| 002 | B & R BIRCHLER INVESTMENT CORPORATION PENSION PLAN | TraditionalDB | $779K | 9 | 2025 |
Retirement plans