Original filing (PDF)20250912173949NAL0000895427001

SEAN BROIHIER & ASSOCIATES

Name: SEAN BROIHIER & ASSOCIATES — SEAN BROIHIER & ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: SEAN BROIHIER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SEAN BROIHIER & ASSOCIATES RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAN BROIHIER & ASSOCIATES.

Plan sponsor

Name

SEAN BROIHIER & ASSOCIATES

EIN

26-0763011

Address

2202 MAIN STREET · SANTA MONICA, CA · 90405

Phone

(630) 606-6412

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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