Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$22.3M
Filings through .
2 plans aggregated / $25.1M assets / 170 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRIAN TOOLEY RACING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $22.3M | 78 | 2024 |
| #002 | BRIAN TOOLEY RACING, INC. 401(K) PLAN | 401(k) | $2.8M | 92 | 2025 |