How big is Brennan Financial Services, LLC's plan?

Brennan Financial Services, LLC's plan reported $2.8M in assets and 11 participants for 2024.

Original filing (PDF)20250527104735NAL0005962161002

Brennan Financial Services, LLC

Name: Brennan Financial Services, LLC — Brennan Financial, Form 5500 (2024)
Creator: Brennan Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brennan Financial Services 401(k) Plan

401(k) retirement plan · Brennan Financial Services, LLC's Brennan Financial Services 401(k) Plan held $2.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Darren Brennan signed Brennan Financial Services, LLC's 2024 Form 5500 as plan administrator.

Darren Brennan — 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

Brennan Financial Services, LLC's EIN is 27-3505680.

EIN 27-3505680

Plan number 002

Plan year 2024

ACK ID 20250527104735NAL0005962161002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brennan Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brennan Financial Services, 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 BRENNAN FINANCIAL SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score