· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRANDTAILERS, INC. — BRANDTAILERS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009203623NAL0012142128001
BRANDTAILERS, INC.
Form 5500-SF
FILING_RECEIVED
BRANDTAILERS 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
23
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRANDTAILERS, INC.
.
Find decision makers
Plan sponsor
Name
BRANDTAILERS, INC.
EIN
33-0389533
Address
1501 QUAIL STREET, SUITE #210 · NEWPORT BEACH, CA · 92660
Phone
(949) 442-0500
Industry
Professional & Technical Services
see 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
2025-10-09
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 Professional & Technical Services plans
MILES MANUFACTURED PRODUCTS, INC
MILES MANUFACTURED PRODUCTS, INC MONEY PURCHASE PENSION
$3.2M · 2 participants
CMDR ENTERPRISES, INC.
SPECTRUM MARKETING ASSOCIATES, INC. 401K PLAN
$3.2M · 12 participants
THE MORRISON AGENCY, INC.
THE MORRISON AGENCY 401(K) PROFIT SHARING PLAN
$3.2M · 25 participants
ITS PLEIN AIR AGENCY LLC
PLEIN AIR 401(K) PLAN
$3.2M · 81 participants
CAMP & KING, LLC
CAMP & KING 401(K) PLAN
$3.2M · 30 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MARCO PROMOS, LLC
MARCO RETIREMENT PLAN
$3.2M · 42 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
