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Sponsor portfolio

BRAUER & CO., PC

EIN 45-4687176-accounting-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
30
PO BOX 9274 - CALABASAS, CA 91372818-533-8322brauerco.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001TraditionalDB-$2.5M - 15 part#002ProfitSharing-$513K - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED BENEFIT PENSION (#001)83%
  • PROFIT SHARING PLAN (#002)17%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)15
  • PROFIT SHARING PLAN (#002)15
Total 30Click 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

BRAUER & CO., PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRAUER & CO., PC PROFIT SHARING PLAN

ProfitSharing

Assets$513K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRAUER & CO., PC DEFINED BENEFIT PENSION PLANTraditionalDB$2.5M152025
002BRAUER & CO., PC PROFIT SHARING PLANProfitSharing$513K152025
Retirement plans
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