How big is Brewster Financial Planning LL's plan?

Brewster Financial Planning LL's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260416133605NAL0018212289001

Brewster Financial Planning LL

Name: Brewster Financial Planning LL — Brewster Financial, Form 5500 (2025)
Creator: Brewster Financial Planning LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brewster Financial Planning LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brewster Financial Planning LL's Brewster Financial Planning LL 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Charles Brewster signed Brewster Financial Planning LL's 2025 Form 5500 as plan administrator.

Charles Brewster — 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

Brewster Financial Planning LL's EIN is 06-1804109.

EIN 06-1804109

Plan number 001

Plan year 2025

ACK ID 20260416133605NAL0018212289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brewster Financial Planning LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brewster Financial Planning LL'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 BREWSTER FINANCIAL PLANNING LL.

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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