How big is The Cunningham Financial Group BRIA's plan?

The Cunningham Financial Group BRIA's plan reported $2.3M in assets and 22 participants for 2024.

Original filing (PDF)20251021155349NAL0001548864001

The Cunningham Financial Group BRIA

Name: The Cunningham Financial Group BRIA — The Cunningham, Form 5500 (2024)
Creator: The Cunningham Financial Group BRIA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Cunningham Financial Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Cunningham Financial Group BRIA's The Cunningham Financial Group 401(k) Profit Sharing Plan and Trust held $2.3M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Shawn Johnson signed The Cunningham Financial Group BRIA's 2024 Form 5500 as plan administrator.

Shawn Johnson — 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

The Cunningham Financial Group BRIA's EIN is 36-4953742.

EIN 36-4953742

Plan number 001

Plan year 2024

ACK ID 20251021155349NAL0001548864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Cunningham Financial Group BRIA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Cunningham Financial Group BRIA'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 THE CUNNINGHAM FINANCIAL GROUP BRIA.

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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