How big is Brooke Financial, LLC's plan?

Brooke Financial, LLC's plan reported $38K in assets and 4 participants for 2024.

Original filing (PDF)20250717164244NAL0000359699001

Brooke Financial, LLC

Name: Brooke Financial, LLC — Brooke Financial 401(k) Plan, Form 5500 (2024)
Creator: Brooke Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brooke Financial 401(k) Plan

401(k) retirement plan · Brooke Financial, LLC's Brooke Financial 401(k) Plan held $38K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Marcus Bowie signed Brooke Financial, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Brooke Financial, LLC's EIN is 27-1058671.

EIN 27-1058671

Plan number 002

Plan year 2024

ACK ID 20250717164244NAL0000359699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score