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  2. IRWIN BROH & ASSOCIATES, INC.
Sponsor portfolio

IRWIN BROH & ASSOCIATES, INC.

EIN 36-2728376-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$5.7M assets
Welfare
0
Participants
38
1011 EAST TOUHY AVENUE, SUITE 450 - DES PLAINES, IL 60018847-954-2270
Plans on this EIN
3 filings
#003401k-$4.7M - 13 part#001401k-$820K - 13 part#002ESOP-$165K - 12 part

Retirement portfolio analytics

3 plans aggregated / $5.7M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • ASSOCIATES, INC. 401(K) (#003)83%
  • PLAN AND TRUST (#001)14%
  • PLAN AND TRUST (#002)3%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#003)13
  • PLAN AND TRUST (#001)13
  • PLAN AND TRUST (#002)12
Total 38Click 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#003

IRWIN BROH & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$4.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

IRWIN BROH & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$820K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IRWIN BROH & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$165K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003IRWIN BROH & ASSOCIATES, INC. 401(K) PLAN401k$4.7M132025
001IRWIN BROH & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST401k$820K132025
002IRWIN BROH & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$165K122024
Retirement plans
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