Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
BRACKEN DATA INC DBA BRACKEN GROUP AND BRACKEN MARKETING
EIN 47-3240425Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
33
12 PENNS TRAIL - NEWTOWN, PA 18940884-762-2329
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 33 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
BRACKEN DATA INC PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRACKEN DATA INC 401(K) PLAN
401k
Assets$440K
Participants17
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 | BRACKEN DATA INC PROFIT SHARING PLAN | ProfitSharing | $1.0M | 16 | 2024 | |
| 002 | BRACKEN DATA INC 401(K) PLAN | 401k | $440K | 17 | 2025 |
Retirement plans