How big is Breen Wealth Management, LLC's plan?

Breen Wealth Management, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250731104213NAL0005136593001

Breen Wealth Management, LLC

Name: Breen Wealth Management, LLC — BWM Cash Balance Plan, Form 5500 (2024)
Creator: Breen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWM Cash Balance Plan

Defined-benefit pension plan · Breen Wealth Management, LLC's BWM Cash Balance Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brian Breen signed Breen Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Brian Breen — 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

Breen Wealth Management, LLC's EIN is 46-3985168.

EIN 46-3985168

Plan number 002

Plan year 2024

ACK ID 20250731104213NAL0005136593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Breen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Breen Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BREEN WEALTH MANAGEMENT, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score