Original filing (PDF)20250930154036NAL0011877377001

BRICKHEIMER RETIREMENT PLANNERS, LLC

Name: BRICKHEIMER RETIREMENT PLANNERS, LLC — BRICKHEIMER RETIREMENT PLANNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BRICKHEIMER RETIREMENT PLANNERS, LLC

Form 5500-SF

FILING_RECEIVED

BRICKHEIMER RETIREMENT PLANNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

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.

Decision-maker contacts

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

Plan sponsor

Name

BRICKHEIMER RETIREMENT PLANNERS, LLC

EIN

37-1932321all filings

Address

1709 W THOMAS ST. · WAUSAU, WI · 54401

Phone

(715) 298-3839

Industry

Finance & Insurancesee all

Plan administrator