Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMON BRECHER & COMPANY, L.P.
EIN 83-2987384hospital & health careLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
16
410 MONMOUTH AVENUE, SUITE 401 - LAKEWOOD, NJ 08701732-905-7879brechergroup.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 16 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#001
SIMON BRECHER & CO. PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMON BRECHER CASH BALANCE PLAN
CashBalance
Assets$840K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON BRECHER & CO. PROFIT SHARING PLAN | ProfitSharing | $1.2M | 9 | 2025 | |
| 002 | SIMON BRECHER CASH BALANCE PLAN | CashBalance | $840K | 7 | 2025 |
Retirement plans