Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALABAMA WHOLSALE BROKERS, INC.
EIN 63-1164667Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
104 TRILLIUM DR - BIRMINGHAM, AL 35210205-223-3945
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 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
ALABAMA WHOLESALE BROKERS, INC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALABAMA WHOLSALE BROKERS, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$322K
Participants3
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 | ALABAMA WHOLESALE BROKERS, INC CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2025 | |
| 001 | ALABAMA WHOLSALE BROKERS, INC. 401(K) & PROFIT SHARING PLAN | 401k | $322K | 3 | 2025 |
Retirement plans