· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN WEGNER LLP — BROWN WEGNER LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013201241NAL0002700816001
BROWN WEGNER LLP
Form 5500-SF
FILING_RECEIVED
BROWN WEGNER LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROWN WEGNER LLP
.
Find decision makers
Plan sponsor
Name
BROWN WEGNER LLP
EIN
27-0989993
Address
2010 MAIN STREET, SUITE 1260 · IRVINE, CA · 92614
Phone
(949) 705-0080
Industry
Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
GONSALVES & KOZACHENKO
GONSALVES & KOZACHENKO 401(K) PROFIT SHARING PLAN
$2.3M · 11 participants
COMMERCE TITLE & CLOSING SERVICES,
COMMERCE TITLE & CLOSING SERVICES, LLC 401(K) PLAN
$2.3M · 17 participants
THOMAS H. HOOPER CHAPTER 13 TRUSTEE
THOMAS H. HOOPER CHAPTER 13 TRUSTEE 401(K) PLAN
$2.3M · 25 participants
SCHULMAN, WIEGMANN & ASSOCIATES
SCHULMAN, WIEGMANN & ASSOCIATES PROFIT SHARING PLAN
$2.3M · 5 participants
ROBERT P. SALTSMAN, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROBERT P. SALTSMAN, P. A. CASH BALANCE PLAN
$2.3M · 3 participants
COMMONWEALTH LAW GROUP, PLLC
COMMONWEALTH LAW GROUP PLLC 401(K) PS PLAN AND TRUST
$2.3M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
