How big is BRET Adams Limited's plan?

BRET Adams Limited's plan reported $385K in assets and 3 participants for 2023.

Original filing (PDF)20240605130402NAL0020702849001

BRET Adams Limited

Name: BRET Adams Limited — BRET Adams Limited 401(k), Form 5500 (2023)
Creator: BRET Adams Limited
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRET Adams Limited 401(k) Profit Sharing Plan

401(k) retirement plan · BRET Adams Limited's BRET Adams Limited 401(k) Profit Sharing Plan held $385K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

People on this filing

Terry Bernstein signed BRET Adams Limited's 2023 Form 5500 as plan administrator.

Terry Bernstein — 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

BRET Adams Limited's EIN is 13-2734907.

EIN 13-2734907

Plan number 001

Plan year 2023

ACK ID 20240605130402NAL0020702849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BRET Adams Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BRET Adams Limited'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 BRET ADAMS LIMITED.

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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