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Sponsor portfolio

ALAN BROWN CONSTRUCTION

EIN 34-1837406-construction-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
28226 BELCOURT ROAD - PEPPER PIKE, OH 44124216-310-4188alanbrownbuilders.co.ukLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$789K - 4 part#001401k-$365K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALAN BROWN CONSTRUCTION CASH BALANCE PLAN

CashBalance

Assets$789K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ALAN BROWN CONSTRUCTION 401K PROFIT SHARING PLAN

401k

Assets$365K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALAN BROWN CONSTRUCTION CASH BALANCE PLANCashBalance$789K42024
001ALAN BROWN CONSTRUCTION 401K PROFIT SHARING PLAN401k$365K42024
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