How big is B & R Financial, LLC's plan?

B & R Financial, LLC's plan reported $9.6M in assets and 3 participants for 2024.

Original filing (PDF)20251008143019NAL0005692401001

B & R Financial, LLC

Name: B & R Financial, LLC — B & R Financial, LLC Defined, Form 5500 (2024)
Creator: B & R Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B & R Financial, LLC Defined Benefit Pension Plan & Trust

Defined-benefit pension plan · B & R Financial, LLC's B & R Financial, LLC Defined Benefit Pension Plan & Trust held $9.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.5M

People on this filing

Todd Balber signed B & R Financial, LLC's 2024 Form 5500 as plan administrator.

Todd Balber — 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

B & R Financial, LLC's EIN is 20-8781403.

EIN 20-8781403

Plan number 001

Plan year 2024

ACK ID 20251008143019NAL0005692401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B & R Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B & R Financial, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B & R FINANCIAL, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score