How big is Brindle & Bay Financial Advisors, LLC's plan?

Brindle & Bay Financial Advisors, LLC's plan reported $56K in assets and 3 participants for 2024.

Original filing (PDF)20250819115546NAL0003761344001

Brindle & Bay Financial Advisors, LLC

Name: Brindle & Bay Financial Advisors, LLC — Brindle and, Form 5500 (2024)
Creator: Brindle & Bay Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brindle and Bay Wealth Management 401(k) Plan

401(k) retirement plan · Brindle & Bay Financial Advisors, LLC's Brindle and Bay Wealth Management 401(k) Plan held $56K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Kelly Durante signed Brindle & Bay Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brindle & Bay Financial Advisors, LLC's EIN is 46-1730328.

EIN 46-1730328

Plan number 001

Plan year 2024

ACK ID 20250819115546NAL0003761344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brindle & Bay Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brindle & Bay Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRINDLE & BAY FINANCIAL ADVISORS, LLC.

Finding similar companies…

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