How big is Brennan Financial Group Inc.'s plan?

Brennan Financial Group Inc.'s plan reported $13K in assets and 2 participants for 2025.

Original filing (PDF)20260429220445NAL0024989410029

Brennan Financial Group Inc.

Name: Brennan Financial Group Inc. — Brennan Financial, Form 5500 (2025)
Creator: Brennan Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brennan Financial Group Inc. 401(k) Plan

401(k) retirement plan · Brennan Financial Group Inc.'s Brennan Financial Group Inc. 401(k) Plan held $13K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

Brennan Financial Group Inc.'s EIN is 26-0481836.

EIN 26-0481836

Plan number 001

Plan year 2025

ACK ID 20260429220445NAL0024989410029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brennan Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brennan Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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