How big is Brush Bernard LLP's plan?

Brush Bernard LLP's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20251126140520NAL0004719505001

Brush Bernard LLP

Name: Brush Bernard LLP — Brush Bernard LLP SOCA Benefit, Form 5500 (2024)
Creator: Brush Bernard LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brush Bernard LLP SOCA Benefit Plan

Health & welfare plan · Brush Bernard LLP's Brush Bernard LLP SOCA Benefit Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$701

People on this filing

Matt Appenzeller signed Brush Bernard LLP's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Brush Bernard LLP's EIN is 20-3652116.

EIN 20-3652116

Plan number 501

Plan year 2024

ACK ID 20251126140520NAL0004719505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brush Bernard LLP's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score