Original filing (PDF)20250311201938NAL0018196561001

BROOKS & BROOKS SERVICES

Name: BROOKS & BROOKS SERVICES — BROOKS & BROOKS 401(K)/PSP, Form 5500 (2024)
Creator: BROOKS & BROOKS SERVICES

Form 5500-SF

FILING_RECEIVED

BROOKS & BROOKS 401(K)/PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

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 BROOKS & BROOKS SERVICES.

Plan sponsor

Name

BROOKS & BROOKS SERVICES

EIN

38-3681760

Address

1822 BARNETT DR. · WEATHERFORD, TX · 76087

Phone

(817) 560-9965

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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