How big is William E Brennan PA's plan?

William E Brennan PA's plan reported $4.7M in assets and 9 participants for 2025.

Original filing (PDF)20260508080506NAL0002815267001

William E Brennan PA

Name: William E Brennan PA — William E Brennan PA 401(k), Form 5500 (2025)
Creator: William E Brennan PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E Brennan PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William E Brennan PA's William E Brennan PA 401(k) Profit Sharing Plan & Trust held $4.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Anthony Ward AS Attorney signed William E Brennan PA's 2025 Form 5500 as plan administrator.

Anthony Ward AS Attorney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William E Brennan PA's EIN is 02-0351517.

EIN 02-0351517

Plan number 003

Plan year 2025

ACK ID 20260508080506NAL0002815267001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William E Brennan PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William E Brennan PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM E BRENNAN PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score