Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
BROWN CPA GROUP, LTD
EIN 36-3993515accountingLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
36
630 DUNDEE ROAD, SUITE 100 - NORTHBROOK, IL 60062847-509-4100browncpagroup.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 36 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
BROWN CPA GROUP LTD. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST
401k
Assets$3.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BROWN CPA GROUP, LTD. CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants15
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 | BROWN CPA GROUP LTD. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST | 401k | $3.5M | 21 | 2025 | |
| 002 | BROWN CPA GROUP, LTD. CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 15 | 2025 |
Retirement plans