Original filing (PDF)20260212210811NAL0000807136001

J.M. BRENNAN, INC.

Name: J.M. BRENNAN, INC. — J.M. BRENNAN, INC. NON-UNION EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J.M. BRENNAN, INC.

Form 5500-SF

FILING_RECEIVED

J.M. BRENNAN, INC. NON-UNION EMPLOYEE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$19.7M

Net assets (EOY)

$19.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.M. BRENNAN, INC..

Plan sponsor

Name

J.M. BRENNAN, INC.

EIN

39-0787820

Address

2101 W. SAINT PAUL AVENUE · MILWAUKEE, WI · 53233

Phone

(414) 342-3829

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-02-12

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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