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  2. BREEN WEALTH MANAGEMENT, LLC
Sponsor portfolio

BREEN WEALTH MANAGEMENT, LLC

EIN 46-3985168-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
7
200 KENTUCKY STREET, SUITE C - PETALUMA, CA 94952707-595-6555LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 3 part#001401k-$1.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • BWM RETIREMENT PLAN (#001)46%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BWM RETIREMENT PLAN (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#002

BWM CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BWM RETIREMENT PLAN

401k

Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BWM CASH BALANCE PLANCashBalance$1.4M32024
001BWM RETIREMENT PLAN401k$1.2M42024
Retirement plans
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