Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROKERS HOLDING GROUP, LLC
EIN 46-2185097insuranceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
36
1186 COLUMBIA AVENUE, SUITE 102 - IRMO, SC 29063803-764-4914brokersholding.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 36 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
BROKERS HOLDING GROUP 401(K) PLAN
401k
Assets$1.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BROKERS HOLDING GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$712K
Participants16
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 | BROKERS HOLDING GROUP 401(K) PLAN | 401k | $1.8M | 20 | 2024 | |
| 002 | BROKERS HOLDING GROUP, LLC CASH BALANCE PLAN | CashBalance | $712K | 16 | 2024 |
Retirement plans