How big is Brooks-Farris, Inc.'s plan?

Brooks-Farris, Inc.'s plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250625141521NAL0019003650001

Brooks-Farris, Inc.

Name: Brooks-Farris, Inc. — Brooks-Farris, Inc. 401(k), Form 5500 (2024)
Creator: Brooks-Farris, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brooks-Farris, Inc. 401(k) Plan

401(k) retirement plan · Brooks-Farris, Inc.'s Brooks-Farris, Inc. 401(k) Plan held $1.7M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

William BOWE signed Brooks-Farris, Inc.'s 2024 Form 5500 as plan administrator.

William BOWE — 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

Brooks-Farris, Inc.'s EIN is 13-2659626.

EIN 13-2659626

Plan number 001

Plan year 2024

ACK ID 20250625141521NAL0019003650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brooks-Farris, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brooks-Farris, Inc.'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 BROOKS-FARRIS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BROOKS-FARRIS, INC

EIN

all filings

Address

364 DECKER AVE 2ND FLOOR · STATEN ISLAND N.Y. 10302 · STATEN ISLAND, NY · 10302

Phone

(718) 981-2900

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator