Back to filter
Original filing (PDF)20250717120939NAL0000386338001
BRIAR HALL LLC
Form 5500-SF
FILING_RECEIVED
BRIAR HALL 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
61
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIAR HALL LLC.
Plan sponsor
Name
BRIAR HALL LLC
EIN
20-3881813
Address
333 W WACKER DRIVE · SUITE 2500 · CHICAGO, IL · 60606
Phone
(312) 676-0340
Industry
Professional & Technical Servicessee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
MBO PARTNERS
MBO PARTNERS CORPORATE 401K PLAN
$17.2M · 158 participants
BOUVIER BECKWITH & LENNOX, INC.
BOUVIER BECKWITH & LENNOX, INC. 401(K) PLAN
$16.9M · 142 participants
NEWPORT GROUP, INC.
HB 3(38) POOLED EMPLOYER PLAN
$16.8M · 978 participants
NEWPORT GROUP, INC.
ASCENSUS-AMERICAN FUNDS POOLED EMPLOYER PLAN
$17.5M · 749 participants
SPARTAN ORGANIZATION, INC.
401K PLAN FOR THE KAPPA GROUP OF COMPANIES
$16.7M · 65 participants
NEWPORT GROUP, INC.
QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN
$17.9M · 1,212 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B