How big is Broadvail Capital Partners, LLC's plan?

Broadvail Capital Partners, LLC's plan reported $861K in assets and 23 participants for 2024.

Original filing (PDF)20250730163344NAL0005960720001

Broadvail Capital Partners, LLC

Name: Broadvail Capital Partners, LLC — Broadvail Capital, Form 5500 (2024)
Creator: Broadvail Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broadvail Capital Partners Retirement Plan

401(k) retirement plan · Broadvail Capital Partners, LLC's Broadvail Capital Partners Retirement Plan held $861K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

People on this filing

Ashley McWhorter signed Broadvail Capital Partners, LLC's 2024 Form 5500 as plan administrator.

Ashley McWhorter — 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

Broadvail Capital Partners, LLC's EIN is 46-5424104.

EIN 46-5424104

Plan number 001

Plan year 2024

ACK ID 20250730163344NAL0005960720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Broadvail Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Broadvail Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROADVAIL CAPITAL PARTNERS, 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