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BR DIRECT MARKETING, INC. — ASSET DATA DIRECT INC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240618175120NAL0004692176001
BR DIRECT MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
ASSET DATA DIRECT INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 67.1 mo
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
BR DIRECT MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
BR DIRECT MARKETING, INC.
EIN
33-0737727
Address
1101 S. LINWOOD AVENUE · SANTA ANA, CA · 92703
Phone
(714) 542-9500
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2017-01-01
Tax period
2017-12-31
Filed
2024-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 67.1 months past the 10.5-month grace window.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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