How big is Boneau/Bryan-Brown Inc.'s plan?

Boneau/Bryan-Brown Inc.'s plan reported $804K in assets and 7 participants for 2024.

Original filing (PDF)20250829072550NAL0018982160001

Boneau/Bryan-Brown Inc.

Name: Boneau/Bryan-Brown Inc. — Boneau/Bryan-Brown Inc., Form 5500 (2024)
Creator: Boneau/Bryan-Brown Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boneau/Bryan-Brown Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Boneau/Bryan-Brown Inc.'s Boneau/Bryan-Brown Inc. 401(k) Profit Sharing Plan & Trust held $804K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$804K

Net assets (EOY)

$804K

People on this filing

Chris Boneau signed Boneau/Bryan-Brown Inc.'s 2024 Form 5500 as plan administrator.

Chris Boneau — 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

Boneau/Bryan-Brown Inc.'s EIN is 13-4150963.

EIN 13-4150963

Plan number 001

Plan year 2024

ACK ID 20250829072550NAL0018982160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boneau/Bryan-Brown Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boneau/Bryan-Brown Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BONEAU/BRYAN-BROWN INC.

EIN

all filings

Address

PO BOX 684 · NEW YORK, NY · 10108

Phone

(212) 575-3030

Industry

Professional & Technical Services

Plan administrator