How big is Brennan & Associates, PC's plan?

Brennan & Associates, PC's plan reported $2.5M in assets and 12 participants for 2025.

Original filing (PDF)20260515121527NAL0009284785001

Brennan & Associates, PC

Name: Brennan & Associates, PC — Brennan & Associates PC, Form 5500 (2025)
Creator: Brennan & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brennan & Associates PC 401(k) Plan

401(k) retirement plan · Brennan & Associates, PC's Brennan & Associates PC 401(k) Plan held $2.5M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

David Brennan signed Brennan & Associates, PC's 2025 Form 5500 as plan administrator.

David Brennan — 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

Brennan & Associates, PC's EIN is 20-8055759.

EIN 20-8055759

Plan number 001

Plan year 2025

ACK ID 20260515121527NAL0009284785001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brennan & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brennan & Associates, PC'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 BRENNAN & ASSOCIATES, PC.

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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