How big is Brendon Hansen Agency, Inc.'s plan?

Brendon Hansen Agency, Inc.'s plan reported $19K in assets and 3 participants for 2024.

Original filing (PDF)20251012114145NAL0000717728001

Brendon Hansen Agency, Inc.

Name: Brendon Hansen Agency, Inc. — Collaborative, Form 5500 (2024)
Creator: Brendon Hansen Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Brendon Hansen Agency, Inc.'s Collaborative Retirement Trust held $19K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan identifiers

Brendon Hansen Agency, Inc.'s EIN is 27-2085770.

EIN 27-2085770

Plan number 001

Plan year 2024

ACK ID 20251012114145NAL0000717728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brendon Hansen Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brendon Hansen Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRENDON HANSEN AGENCY, INC..

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Plan health score

Above-average plan

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