How big is Breakthrough Technologies, LLC's plan?

Breakthrough Technologies, LLC's plan reported $6.5M in assets and 25 participants for 2024.

Original filing (PDF)20250716125119NAL0004340752001

Breakthrough Technologies, LLC

Name: Breakthrough Technologies, LLC — Breakthrough, Form 5500 (2024)
Creator: Breakthrough Technologies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breakthrough Technologies, LLC PS Plan

401(k) retirement plan · Breakthrough Technologies, LLC's Breakthrough Technologies, LLC PS Plan held $6.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Jodie Marshaus signed Breakthrough Technologies, LLC's 2024 Form 5500 as plan administrator.

Jodie Marshaus — 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

Breakthrough Technologies, LLC's EIN is 36-4269276.

EIN 36-4269276

Plan number 002

Plan year 2024

ACK ID 20250716125119NAL0004340752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Breakthrough Technologies, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BREAKTHROUGH TECHNOLOGIES, LLC

EIN

all filings

Address

1880 OAK AVENUE · SUITE 135 · EVANSTON, IL · 60201

Phone

(847) 864-0033

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator