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Original filing (PDF)20260204151628NAL0005266771001
BREEO,LLC
Form 5500
FILING_RECEIVED
BREEO, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-04
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4D · Dental
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIRCH BENEFITS, LLC | 83-1352484 | — | BROKER | $19K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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