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Sponsor portfolio

BRG, INC.

EIN 75-2447754-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
11
12111 BELLA ITALIA DR., SUITE 200 - FORT WORTH, TX 76126817-572-3007
Plans on this EIN
2 filings
#001401k-$769K - 6 part#002CashBalance-$556K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • BRG, INC. 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BRG, INC. 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRG, INC. 401(K) PLAN

401k

Assets$769K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRG, INC. CASH BALANCE PLAN

CashBalance

Assets$556K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRG, INC. 401(K) PLAN401k$769K62025
002BRG, INC. CASH BALANCE PLANCashBalance$556K52025
Retirement plans
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