Assets by plan
Share of aggregate retirement assets
Filings through .
Brokers Holding Group, LLC
EIN 46-2185097insuranceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Health & Benefits
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 / $3.4M assets / 36 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BROKERS HOLDING GROUP 401(K) PLAN
401(k)
Assets$2.4M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BROKERS HOLDING GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$947K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BROKERS HOLDING GROUP 401(K) PLAN | 401(k) | $2.4M | 20 | 2025 |
| #002 | BROKERS HOLDING GROUP, LLC CASH BALANCE PLAN | Cash balance | $947K | 16 | 2025 |
- #001 · 401(k) · 202520
- #002 · Cash balance · 202516
Retirement plans