Sponsor portfolio
BROOKLINE WEALTH LLC
EIN 88-3440811financial servicesLatest filing 2025
Plans
1
Retirement
1
$206K assets
Welfare
0
Participants
6
1000 WESTBANK DR., BLDG. 3A - AUSTIN, TX 78746512-222-9169brooklinewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROOKLINE WEALTH LLC 401(K) PLAN | 401k | $206K | 6 | 2025 |
Retirement plans