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  1. Companies/
  2. BRUCE AND TOM (BAT)
Sponsor portfolio

BRUCE AND TOM (BAT)

EIN 94-3192158-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
2
70 LUNDYS LN - SAN FRANCISCO, CA 941105163415-512-9281
Plans on this EIN
2 filings
#002ProfitSharing-$2.2M - 1 part#001MoneyPurchase-$1.6M - 1 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • (BAT) SIMPLIFIED PSP (#002)59%
  • (BAT) SIMP MPP (#001)41%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (BAT) SIMPLIFIED PSP (#002)1
  • (BAT) SIMP MPP (#001)1
Total 2Click 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

BRUCE AND TOM (BAT) SIMPLIFIED PSP

ProfitSharing

Assets$2.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRUCE AND TOM (BAT) SIMP MPP

MoneyPurchase

Assets$1.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRUCE AND TOM (BAT) SIMPLIFIED PSPProfitSharing$2.2M12025
001BRUCE AND TOM (BAT) SIMP MPPMoneyPurchase$1.6M12025
Retirement plans
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