· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROOKSTONE FINANCIAL — BROOKSTONE FINANCIAL & 62 SALES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250821143729NAL0004254513001
BROOKSTONE FINANCIAL
Form 5500-SF
FILING_RECEIVED
BROOKSTONE FINANCIAL & 62 SALES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$270K
Net assets (EOY)
$270K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROOKSTONE FINANCIAL
.
Find decision makers
Plan sponsor
Name
BROOKSTONE FINANCIAL
EIN
20-1111663
Address
2213 ALLISON LANE · JEFFERSONVILLE, IN · 47130
Phone
(812) 288-9000
Industry
Finance & Insurance
see 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
IRONWORKERS LOCAL 103 VACATION AND DISABILITY TRUST FUND
IRONWORKERS LOCAL 103 VACATION PLAN
$270K · 566 participants
SEATTLE POLICE RELIEF ASSOCIATION
SEATTLE POLICE RELIEF ASSOCIATION HOSPITAL PLAN
$272K · 304 participants
VCP DETROIT INC
VCP DETROIT INC 401(K) PROFIT SHARING PLAN & TRUST
$265K · 2 participants
NATIONAL AUTOMOBILE DEALERS ASSOCIATION
NATIONAL AUTOMOBILE DEALERS ASSOCIATION EMPLOYEE HEALTH BENEFIT PLAN
$264K · 346 participants
ELLIE INVESTMENTS INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ELLIE INVESTMENTS IND 401K
$277K · 2 participants
ZDL HOLDINGS LLC
ZDL HOLDINGS LLC RETIREMENT PLAN
$261K · 4 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
