How big is Breckenridge History's plan?

Breckenridge History's plan reported $467K in assets and 27 participants for 2024.

Original filing (PDF)20251006102721NAL0001989411001

Breckenridge History

Name: Breckenridge History — Breckenridge Heritage, Form 5500 (2024)
Creator: Breckenridge History
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breckenridge Heritage Alliance 401(k) Plan

401(k) retirement plan · Breckenridge History's Breckenridge Heritage Alliance 401(k) Plan held $467K in plan assets for 27 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Plan Sponsor signed Breckenridge History's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Breckenridge History's EIN is 20-8196263.

EIN 20-8196263

Plan number 001

Plan year 2024

ACK ID 20251006102721NAL0001989411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Breckenridge History's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off