Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPLAN BROTHERS, INCORPORATED
EIN 52-0554704ConstructionLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
128
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 128 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#002
CAPLAN BROTHERS, INCORPORATED PROFIT SHARING RETIREMENT PLAN AND
401k
Assets$1.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPLAN BROTHERS, INC. PENSION PLAN
CashBalance
Assets$1.7M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAPLAN BROTHERS, INCORPORATED PROFIT SHARING RETIREMENT PLAN AND | 401k | $1.9M | 36 | 2025 | |
| 001 | CAPLAN BROTHERS, INC. PENSION PLAN | CashBalance | $1.7M | 92 | 2024 |
Retirement plans