How big is Britcher, Leone & Sergio, LLC's plan?

Britcher, Leone & Sergio, LLC's plan reported $767K in assets and 12 participants for 2024.

Original filing (PDF)20250710110902NAL0014979458001

Britcher, Leone & Sergio, LLC

Name: Britcher, Leone & Sergio, LLC — Britcher, Leone &, Form 5500 (2024)
Creator: Britcher, Leone & Sergio, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Britcher, Leone & Sergio, LLC 401(k) Plan

401(k) retirement plan · Britcher, Leone & Sergio, LLC's Britcher, Leone & Sergio, LLC 401(k) Plan held $767K in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Priscilla Goldman signed Britcher, Leone & Sergio, LLC's 2024 Form 5500 as plan administrator.

Priscilla Goldman — 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

Britcher, Leone & Sergio, LLC's EIN is 22-3698221.

EIN 22-3698221

Plan number 001

Plan year 2024

ACK ID 20250710110902NAL0014979458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Britcher, Leone & Sergio, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRITCHER, LEONE & SERGIO, 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

Knocking points off