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Sponsor portfolio

BROOKE MONK INC

EIN 85-2939295-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$536K assets
Welfare
0
Participants
4
155 N. LAKE AVE, STE 700 - PASADENA, CA 911010000626-795-5522
Plans on this EIN
2 filings
#001401k-$326K - 2 part#002CashBalance-$210K - 2 part

Retirement portfolio analytics

2 plans aggregated / $536K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • BROOKE MONK 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $536KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROOKE MONK 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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#001

BROOKE MONK 401(K) PLAN

401k

Assets$326K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BROOKE MONK CASH BALANCE PLAN

CashBalance

Assets$210K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BROOKE MONK 401(K) PLAN401k$326K22025
002BROOKE MONK CASH BALANCE PLANCashBalance$210K22025
Retirement plans
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