Sponsor portfolio
BREE & ASSOCIATES, INC.
EIN 74-2961821civil engineeringLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
Participants
52
3434 EDWARDS MILL ROAD #112-344 - RALEIGH, NC 27612919-469-3330breeassociates.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BREE & ASSOCIATES, INC. 401(K) PSP
403b
Assets$1.4M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
BREE & ASSOCIATES, INC. 401(K) PSP
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BREE & ASSOCIATES, INC. 401(K) PSP | 403b | $1.4M | 26 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | BREE & ASSOCIATES, INC. 401(K) PSP | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans