How big is BRIO Resource Group, LLC's plan?

BRIO Resource Group, LLC's plan reported $936K in assets and 5 participants for 2024.

Original filing (PDF)20251002115124NAL0000285075001

BRIO Resource Group, LLC

Name: BRIO Resource Group, LLC — BRIO Resource Group, LLC, Form 5500 (2024)
Creator: BRIO Resource Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRIO Resource Group, LLC Cash Balance Plan

Defined-benefit pension plan · BRIO Resource Group, LLC's BRIO Resource Group, LLC Cash Balance Plan held $936K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

People on this filing

James Korzen signed BRIO Resource Group, LLC's 2024 Form 5500 as plan administrator.

James Korzen — 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

BRIO Resource Group, LLC's EIN is 27-2340888.

EIN 27-2340888

Plan number 002

Plan year 2024

ACK ID 20251002115124NAL0000285075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BRIO Resource Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIO RESOURCE GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score