Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
BROOKSTONE WEALTH MANAGEMENT, LLC
EIN 82-1331693financial servicesLatest filing 2025
Plans
2
Retirement
2
$417K assets
Welfare
0
Participants
6
800 BROOKSTONE CENTRE PKWY - COLUMBUS, GA 31904706-955-1345brookstonewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $417K 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
BROOKSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$282K
Participants3
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Retirement#001
BROOKSTONE WEALTH MANAGEMENT, LLC PENSION PLAN & TRUST
TraditionalDB
Assets$135K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BROOKSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $282K | 3 | 2025 | |
| 001 | BROOKSTONE WEALTH MANAGEMENT, LLC PENSION PLAN & TRUST | TraditionalDB | $135K | 3 | 2024 |
Retirement plans