Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J & M BRANTLEY INC
EIN 82-1439152Retail TradeLatest filing 2024
Plans
2
Retirement
2
$362K assets
Welfare
0
Participants
40
1101 S MAIN AVE SUITE C - FALLBROOK, CA 92028760-645-6108
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $362K assets / 40 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
J & M BRANTLEY INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$307K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J & M BRANTLEY INC PROFIT SHARING PLAN
ProfitSharing
Assets$55K
Participants21
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 | J & M BRANTLEY INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $307K | 19 | 2024 | |
| 001 | J & M BRANTLEY INC PROFIT SHARING PLAN | ProfitSharing | $55K | 21 | 2024 |
Retirement plans