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Sponsor portfolio

BRUSSEAU INVESTMENT SERVICES, INC.

EIN 47-2040327-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
115 FIRST AVENUE SOUTHEAST - NEW PRAGUE, MN 56071952-758-9500
Plans on this EIN
2 filings
#001401k-$897K - 3 part#002CashBalance-$383K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

BRUSSEAU INVESTMENT SERVICES, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$897K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRUSSEAU INVESTMENT SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$383K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRUSSEAU INVESTMENT SERVICES, INC. 401(K) AND PROFIT SHARING PLAN401k$897K32024
002BRUSSEAU INVESTMENT SERVICES, INC. CASH BALANCE PLANCashBalance$383K32024
Retirement plans
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