How big is Brookstone Financial's plan?

Brookstone Financial's plan reported $270K in assets and 8 participants for 2024.

Original filing (PDF)20250821143729NAL0004254513001

Brookstone Financial

Name: Brookstone Financial — Brookstone Financial & 62, Form 5500 (2024)
Creator: Brookstone Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookstone Financial & 62 Sales 401(k) Profit Sharing Plan

401(k) retirement plan · Brookstone Financial's Brookstone Financial & 62 Sales 401(k) Profit Sharing Plan held $270K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Anthony Warren signed Brookstone Financial's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Brookstone Financial's EIN is 20-1111663.

EIN 20-1111663

Plan number 001

Plan year 2024

ACK ID 20250821143729NAL0004254513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookstone Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookstone Financial's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKSTONE FINANCIAL.

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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