How big is Broad River Holdings' plan?

Broad River Holdings' plan reported $7.7M in assets and 10 participants for 2024.

Original filing (PDF)20251202072729NAL0011405233001

Broad River Holdings

Name: Broad River Holdings — BRH 401(k) Profit Sharing, Form 5500 (2024)
Creator: Broad River Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRH 401(k) Profit Sharing Plan

401(k) retirement plan · Broad River Holdings' BRH 401(k) Profit Sharing Plan held $7.7M in plan assets for 10 participants in 2024.

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.6M

Plan identifiers

Broad River Holdings' EIN is 20-2062408.

EIN 20-2062408

Plan number 002

Plan year 2024

ACK ID 20251202072729NAL0011405233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Broad River Holdings' plan includes profit-sharing, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.5 months past the 10.5-month grace window.

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 (100th percentile).

Plan sponsor

Name

BROAD RIVER HOLDINGS

EIN

all filings

Address

PO BOX 400 · SHELBY, NC · 281510400

Phone

(704) 482-7346

Industry

Management of Companies / Holdings

Plan administrator