PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BROOKS HILL PARTNERS INC
Sponsor portfolio

BROOKS HILL PARTNERS INC

EIN 81-1126782-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
2
$45K assets
Welfare
0
Participants
6
8 BROOKS HILL RD - LINCOLN, MA 017731406617-412-0376brookshillpartners.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filings
#002401k-$25K - 1 part#001401k-$20K - 5 part

Retirement portfolio analytics

2 plans aggregated / $45K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PARTNERS, INC 401(K) (#002)56%
  • PLAN & TRUST (#001)44%
Total $45KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • PARTNERS, INC 401(K) (#002)1
Total 6Click 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#002

BROOKS HILL PARTNERS, INC 401(K) PLAN

401k

Assets$25K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROOKS HILL PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$20K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BROOKS HILL PARTNERS, INC 401(K) PLAN401k$25K12024
001BROOKS HILL PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST401k$20K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica