Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THALHEIMER BROTHERS, LLC
EIN 46-1387726mining & metalsLatest filing 2025
Plans
3
Retirement
3
$10.2M assets
Welfare
0
Participants
99
700 EAST GODFREY AVENUE - PHILADELPHIA, PA 191241705215-537-5200thalheimerbrothers.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.2M assets / 99 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#003
THALHEIMER BROTHERS PROFIT SHARING PLAN 2
ProfitSharing
Assets$5.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THALHEIMER BROTHERS RETIREMENT PLAN
401k
Assets$3.5M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THALHEIMER BROTHERS 401(K) PLAN
401k
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THALHEIMER BROTHERS PROFIT SHARING PLAN 2 | ProfitSharing | $5.7M | 31 | 2025 | |
| 001 | THALHEIMER BROTHERS RETIREMENT PLAN | 401k | $3.5M | 51 | 2025 | |
| 004 | THALHEIMER BROTHERS 401(K) PLAN | 401k | $1.1M | 17 | 2025 |
Retirement plans