Original filing (PDF)20250204180656NAL0015436192001

BROOKWOOD CAPITAL LLC

Name: BROOKWOOD CAPITAL LLC — BROOKWOOD CAPITAL LLC 401(K) PLAN, Form 5500 (2024)
Creator: BROOKWOOD CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

BROOKWOOD CAPITAL LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BROOKWOOD CAPITAL LLC

EIN

30-0284149

Address

6123 STARLING WAY · SANIBEL, FL · 33957

Phone

(847) 234-5000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MALTA HOUSE INC

MALTA HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST

$59K · 42 participants

SOMA DETECT INC

SOMA DETECT INC 401(K) PROFIT SHARING PLAN & TRUST

$59K · 2 participants

CLARKSON FAMILY ENTERPRISE, INC.

CBA HIXSON 401(K) PLAN

$59K · 12 participants

KEN WIESEN PHD, LLC

WIESEN MEDICAL AFFAIRS 401(K) PLAN

$59K · 4 participants

PART II, INC.

PART II 401(K) PLAN

$59K · 4 participants