How big is Evan Brooks Associates' plan?

Evan Brooks Associates' plan reported $528K in assets and 12 participants for 2024.

Original filing (PDF)20250630131315NAL0011827681001

Evan Brooks Associates

Name: Evan Brooks Associates — Evan Brooks Associates, Form 5500 (2024)
Creator: Evan Brooks Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evan Brooks Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Evan Brooks Associates' Evan Brooks Associates 401(k) Profit Sharing Plan & Trust held $528K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

People on this filing

Melissa Sandoval signed Evan Brooks Associates' 2024 Form 5500 as plan administrator.

Melissa Sandoval — 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

Evan Brooks Associates' EIN is 27-4113659.

EIN 27-4113659

Plan number 001

Plan year 2024

ACK ID 20250630131315NAL0011827681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evan Brooks Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evan Brooks Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVAN BROOKS ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

EVAN BROOKS ASSOCIATES

EIN

all filings

Address

750 E GREEN ST STE 301 · PASADENA, CA · 911012134

Phone

(626) 799-8011

Industry

Admin Support & Waste Mgmt

Plan administrator