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Sponsor portfolio

BROOKDALE II

EIN 83-3653786-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
31
1177 HIGH RIDGE RD - STAMFORD, CT 06905203-569-9697
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 9 part#001401k-$423K - 22 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • BROOKDALE II 401(K) (#001)16%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROOKDALE II 401(K) (#001)22
  • CASH BALANCE PLAN (#002)9
Total 31Click 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

BROOKDALE II CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROOKDALE II 401(K) PLAN

401k

Assets$423K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BROOKDALE II CASH BALANCE PLANCashBalance$2.2M92025
001BROOKDALE II 401(K) PLAN401k$423K222024
Retirement plans
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