Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHMOND BROWN, INC.
EIN 39-1695945professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
7
5980 EXECUTIVE DR., SUITE D - FITCHBURG, WI 53719608-232-1137LinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 7 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
RICHMOND BROWN PROFIT SHARING 401(K) PLAN
401k
Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
RICHMOND BROWN, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants3
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 | RICHMOND BROWN PROFIT SHARING 401(K) PLAN | 401k | $4.2M | 4 | 2025 | |
| 005 | RICHMOND BROWN, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 3 | 2025 |
Retirement plans