Original filing (PDF)20250626162552NAL0021218258001

BREKKEN WYNIA & HYLAND PC

Name: BREKKEN WYNIA & HYLAND PC — BREKKEN WYNIA & HYLAND PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BREKKEN WYNIA & HYLAND PC

Form 5500-SF

FILING_RECEIVED

BREKKEN WYNIA & HYLAND PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BREKKEN WYNIA & HYLAND PC.

Plan sponsor

Name

BREKKEN WYNIA & HYLAND PC

EIN

42-1119047

Address

214 GRAND AVE · STORY CITY, IA · 50248

Phone

(515) 733-4377

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-26

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JORGENSEN, BROWNELL & PEPIN, P.C

JORGENSEN, BROWNELL & PEPIN, P.C. 401(K) P/S PLAN

$4.1M · 34 participants

POPE FLYNN, LLC

POPE FLYNN, LLC 401(K) PLAN

$4.1M · 13 participants

MARZULLA LAW, LLC

MARZULLA LAW, LLC CASH BALANCE RETIREMENT PLAN

$4.1M · 5 participants

SICO HOELSCHER HARRIS LLP

SICO HOELSCHER HARRIS LLP RETIREMENT PLAN

$4.1M · 18 participants

PAUL B. WEITZ & ASSOCIATES

PAUL B. WEITZ & ASSOCIATES PROFIT SHARING PLAN