Original filing (PDF)20250730163344NAL0005960720001

BROADVAIL CAPITAL PARTNERS, LLC

Name: BROADVAIL CAPITAL PARTNERS, LLC — BROADVAIL CAPITAL PARTNERS RETIREMENT PLAN, Form 5500 (2024)
Creator: BROADVAIL CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

BROADVAIL CAPITAL PARTNERS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

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 BROADVAIL CAPITAL PARTNERS, LLC.

Plan sponsor

Name

BROADVAIL CAPITAL PARTNERS, LLC

EIN

46-5424104

Address

1885 SAINT JAMES PLACE · STE 800 · HOUSTON, TX · 77056

Phone

(713) 766-9994

Industry

Finance & Insurancesee 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

2025-07-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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