Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BALKE BROWN TRANSWESTERN, INC.
EIN 43-1176330commercial real estateLatest filing 2025
Plans
2
Retirement
2
$14.5M assets
Welfare
0
Participants
598
13075 MANCHESTER ROAD, SUITE 250 - ST LOUIS, MO 63131314-802-0817balkebrown.comLinkedIn51-200 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.5M assets / 598 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- CETERA ADVISOR NETWORKS LLC34%
Participants 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#002
BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.5M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BALKE BROWN TRANSWESTERN INC. 401(K) PLAN
401k
Assets$5.0M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.5M | 293 | 2025 | |
| 001 | BALKE BROWN TRANSWESTERN INC. 401(K) PLAN | 401k | $5.0M | 305 | 2025 |
Retirement plans