Original filing (PDF)20250806101017NAL0003066352001

BRAKEFIELD COMPANIES, LLC

Name: BRAKEFIELD COMPANIES, LLC — BRAKEFIELD COMPANIES, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: BRAKEFIELD COMPANIES, LLC

Form 5500-SF

FILING_RECEIVED

BRAKEFIELD COMPANIES, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAKEFIELD COMPANIES, LLC.

Plan sponsor

Name

BRAKEFIELD COMPANIES, LLC

EIN

27-1475336all filings

Address

64 ATLANTA ST · MCDONOUGH, GA · 30253

Phone

(404) 886-2256

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-08-06

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PAM HERNDON STATE FARM AGENCY

PAM HERNDON STATE FARM AGENCY 401K PLAN

$203K · 8 participants

DAN STANTON

DAN STANTON PROFIT SHARING PLAN

$203K · 3 participants

THE SULES AGENCY INC

THE SULES AGENCY INC 401(K) AND PROFIT SHARING PLAN

$203K · 13 participants

DANA HEGER INSURANCE AND FINANCIAL SERVICES

DANA HEGER INSURANCE & FINANCIAL SRVCS 401K

$203K · 4 participants

JACK FAMILY INSURANCE, LLC

JACK FAMILY INSURANCE 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.