Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLAN BROCK & ASSOCIATES, INC.
EIN 59-2080434Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
215
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 215 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
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$7.5M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLAN BROCK & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$400K
Participants95
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 | CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | 401k | $7.5M | 120 | 2025 | |
| 002 | CHARLAN BROCK & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $400K | 95 | 2024 |
Retirement plans