How big is Breithaupt, Dubos & Wolleson, LLC's plan?

Breithaupt, Dubos & Wolleson, LLC's plan reported $5.4M in assets and 17 participants for 2025.

Original filing (PDF)20260423140311NAL0004788577001

Breithaupt, Dubos & Wolleson, LLC

Name: Breithaupt, Dubos & Wolleson, LLC — Breithaupt, Form 5500 (2025)
Creator: Breithaupt, Dubos & Wolleson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breithaupt, Dubos & Wolleson, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Breithaupt, Dubos & Wolleson, LLC's Breithaupt, Dubos & Wolleson, LLC 401(k) Profit Sharing Plan and Trust held $5.4M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

ALAN Breithaupt signed Breithaupt, Dubos & Wolleson, LLC's 2025 Form 5500 as plan administrator.

ALAN Breithaupt — 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

Breithaupt, Dubos & Wolleson, LLC's EIN is 20-8228583.

EIN 20-8228583

Plan number 001

Plan year 2025

ACK ID 20260423140311NAL0004788577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Breithaupt, Dubos & Wolleson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Breithaupt, Dubos & Wolleson, LLC's plan includes profit-sharing, 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 BREITHAUPT, DUBOS & WOLLESON, LLC.

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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

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 (95th percentile).

Plan sponsor

Name

BREITHAUPT, DUBOS & WOLLESON, LLC

EIN

all filings

Address

1811 TOWER DRIVE · MONROE, LA · 71201

Phone

(318) 322-1202

Industry

Law Offices· Professional & Technical Services

Plan administrator