Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Hunter Brooke, Inc.
EIN 95-4661667real estateLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
31
643 CYPRESS AVENUE - HERMOSA BEACH, CA 90254310-378-4812realestateagentnewportbeach.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 31 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
HUNTER BROOKE, INC. 401(K) PLAN
401(k)
Assets$983K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HUNTER BROOKE, INC. CASH BALANCE PLAN
Cash balance
Assets$380K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HUNTER BROOKE, INC. 401(K) PLAN | 401(k) | $983K | 16 | 2025 | |
| 002 | HUNTER BROOKE, INC. CASH BALANCE PLAN | Cash balance | $380K | 15 | 2025 |
Retirement plans