How big is BR Direct Marketing, Inc.'s plan?

BR Direct Marketing, Inc.'s plan reported $1.2M in assets and 6 participants for 2023.

Original filing (PDF)20240618175120NAL0004692176001

BR Direct Marketing, Inc.

Name: BR Direct Marketing, Inc. — Asset Data Direct Inc., Form 5500 (2023)
Creator: BR Direct Marketing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Data Direct Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · BR Direct Marketing, Inc.'s Asset Data Direct Inc. 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2023.

Signals · 1

Late filing · 67.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

BART Davidson signed BR Direct Marketing, Inc.'s 2023 Form 5500 as plan administrator.

BART Davidson — 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

BR Direct Marketing, Inc.'s EIN is 33-0737727.

EIN 33-0737727

Plan number 001

Plan year 2023

ACK ID 20240618175120NAL0004692176001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BR Direct Marketing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BR Direct Marketing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BR DIRECT MARKETING, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 67.1 months past the 10.5-month grace window.

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 (91st percentile).

Plan sponsor

Name

BR DIRECT MARKETING, INC.

EIN

all filings

Address

1101 S. LINWOOD AVENUE · SANTA ANA, CA · 92703

Phone

(714) 542-9500

Industry

Admin Support & Waste Mgmt

Plan administrator