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  2. STATE STREET BRATHAUS OF MADISON, INC.
Sponsor portfolio

STATE STREET BRATHAUS OF MADISON, INC.

EIN 39-1650246-restaurants-Latest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
54
603 STATE STREET - MADISON, WI 53703608-255-5544LinkedIn11-50 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$3.6M - 37 part#003CashBalance-$2.6M - 17 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • CASH BALANCE PENSION (#003)42%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)37
  • CASH BALANCE PENSION (#003)17
Total 54Click 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#001

STATE STREET BRATHAUS 401(K) PROFIT SHARING PLAN

401k

Assets$3.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

STATE STREET BRATHAUS CASH BALANCE PENSION PLAN

CashBalance

Assets$2.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STATE STREET BRATHAUS 401(K) PROFIT SHARING PLAN401k$3.6M372024
003STATE STREET BRATHAUS CASH BALANCE PENSION PLANCashBalance$2.6M172024
Retirement plans
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