How big is Brandwell's plan?

Brandwell's plan reported $109K in assets and 8 participants for 2024.

Original filing (PDF)20250717164208NAL0000982272001

Brandwell

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

Form 5500-SF

FILING_RECEIVED

Brandwell 401(k) Plan

401(k) retirement plan · Brandwell's Brandwell 401(k) Plan held $109K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

People on this filing

Marcus Bowie signed Brandwell's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Brandwell's EIN is 33-0529179.

EIN 33-0529179

Plan number 002

Plan year 2024

ACK ID 20250717164208NAL0000982272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

BRANDWELL

EIN

all filings

Address

36 ARGONAUT SUITE 180 · ALISO VIEJO, CA · 92656

Phone

(949) 228-9382

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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