How big is BREA Stewart LLC's plan?

BREA Stewart LLC's plan reported $38K in assets and 8 participants for 2024.

Original filing (PDF)20250610145748NAL0024800992001

BREA Stewart LLC

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

Form 5500-SF

FILING_RECEIVED

BREA Stewart LLC 401(k)

401(k) retirement plan · BREA Stewart LLC's BREA Stewart LLC 401(k) held $38K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Shirley Horner signed BREA Stewart LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

BREA Stewart LLC's EIN is 27-3013492.

EIN 27-3013492

Plan number 001

Plan year 2024

ACK ID 20250610145748NAL0024800992001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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