Original filing (PDF)20251012143946NAL0000629090001

BRIX & PARTNERS LLC

Name: BRIX & PARTNERS LLC — BRIX & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRIX & PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

BRIX & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIX & PARTNERS LLC.

Plan sponsor

Name

BRIX & PARTNERS LLC

EIN

13-4003727

Address

560 LEXINGTON AVENUE - 16TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 983-1550

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LONDON WITTE GROUP, LLC

LONDON WITTE GROUP, LLC 401(K) PLAN

$2.6M · 12 participants

RAJESWARI KOTA CPA PC

RAJESWARI KOTA, CPA CASH BALANCE PLAN

$2.6M · 2 participants

FESTER & CHAPMAN, PLLC

FESTER & CHAPMAN, PLLC 401(K) PLAN

$2.6M · 19 participants

FUOCO GROUP LLC

FUOCO GROUP LLC 401(K) PLAN

$2.6M · 32 participants

SAUVIGNE & COMPANY, LLP

SAUVIGNE & COMPANY, LLP DEFINED BENEFIT PENSION PLAN

$2.6M · 12 participants