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

Brophy Wealth Management, LLC's plan reported $970K in assets and 8 participants for 2024.

Original filing (PDF)20250910161709NAL0035275248001

Brophy Wealth Management, LLC

Name: Brophy Wealth Management, LLC — Brophy Wealth, Form 5500 (2024)
Creator: Brophy Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brophy Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Brophy Wealth Management, LLC's Brophy Wealth Management, LLC 401(k) Profit Sharing Plan held $970K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

Mark Charest signed Brophy Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mark Charest — 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

Brophy Wealth Management, LLC's EIN is 46-4886764.

EIN 46-4886764

Plan number 002

Plan year 2024

ACK ID 20250910161709NAL0035275248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brophy Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROPHY 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score