How big is Brickwork Financial Planning Ltd.'s plan?

Brickwork Financial Planning Ltd.'s plan reported $177K in assets and 2 participants for 2024.

Original filing (PDF)20250731130015NAL0005287025002

Brickwork Financial Planning Ltd.

Name: Brickwork Financial Planning Ltd. — ISIS Wealth, Form 5500 (2024)
Creator: Brickwork Financial Planning Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ISIS Wealth Management, Ltd. 401(k) U/a DTD 11/23/09

401(k) retirement plan · Brickwork Financial Planning Ltd.'s ISIS Wealth Management, Ltd. 401(k) U/a DTD 11/23/09 held $177K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Ryan Kavois signed Brickwork Financial Planning Ltd.'s 2024 Form 5500 as plan administrator.

Ryan Kavois — 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

Brickwork Financial Planning Ltd.'s EIN is 27-1366503.

EIN 27-1366503

Plan number 001

Plan year 2024

ACK ID 20250731130015NAL0005287025002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brickwork Financial Planning Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brickwork Financial Planning Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRICKWORK FINANCIAL PLANNING LTD.

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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