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Original filing (PDF)20250123083508NAL0003973811001
BREVET ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
BREVET ADVISORS LLC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BREVET ADVISORS, LLC.
Plan sponsor
Name
BREVET ADVISORS, LLC
EIN
45-4575251
Address
SUITE 14146 · JACKSONVILLE, FL · 32202
Phone
(815) 227-0300
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
SAVANT CAPITAL LLC
EIN
45-3812777
City
ROCKFORD, IL
Phone
(815) 227-0300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-23
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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