Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROWN & WEINRAUB ADVISORS, LLC
EIN 93-3136885government relationsLatest filing 2024
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
56
76 NORTH PEARL, SUITE 3 - ALBANY, NY 12207518-427-7350brownweinraub.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 56 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
BROWN & WEINRAUB 401(K) PLAN
401k
Assets$8.4M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BROWN & WEINRAUB CASH BALANCE PENSION PLAN
CashBalance
Assets$4.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROWN & WEINRAUB 401(K) PLAN | 401k | $8.4M | 34 | 2024 | |
| 002 | BROWN & WEINRAUB CASH BALANCE PENSION PLAN | CashBalance | $4.4M | 22 | 2024 |
Retirement plans