Original filing (PDF)20251014224729NAL0003820193001

BREEO,LLC

Name: BREEO,LLC — BREEO, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BREEO,LLC

Form 5500-SF

FILING_RECEIVED

BREEO, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BREEO,LLC.

Plan sponsor

Name

BREEO,LLC

EIN

47-1646603

Address

5002 LINCOLN HIGHWAY · LANCASTER, PA · 17535

Phone

(717) 447-8030

Industry

Retail Tradesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

THE WOOD CARTE, INC.

THE WOOD CARTE, INC. 401(K) PLAN

$1.5M · 8 participants

MARVIN MITTMAN, INC. KITCHENS, ETC.

MARVIN MITTMAN, INC. PROFIT SHARING PLAN

$1.5M · 8 participants

ZIMMER + ROHDE

ZIMMER & ROHDE LTD. 401K PLAN

$1.5M · 15 participants

BRENNERS FURNITURE CO INC

BRENNERS FURNITURE CO INC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 17 participants

GEORGE'S PIPE & PLUMBING SUPPLY CO., INC.

GEORGE'S PIPE & PLUMBING SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN