How big is Brook Venture Management, Inc.'s plan?

Brook Venture Management, Inc.'s plan reported $5.2M in assets and 24 participants for 2024.

Original filing (PDF)20251009160040NAL0011329264001

Brook Venture Management, Inc.

Name: Brook Venture Management, Inc. — Brook Venture, Form 5500 (2024)
Creator: Brook Venture Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brook Venture Management, Inc. Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Brook Venture Management, Inc.'s Brook Venture Management, Inc. Safe Harbor 401(k) Profit Sharing Plan held $5.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Brook Venture Management, Inc.'s EIN is 04-3427311.

EIN 04-3427311

Plan number 001

Plan year 2024

ACK ID 20251009160040NAL0011329264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brook Venture Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brook Venture Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOK VENTURE MANAGEMENT, INC..

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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