Original filing (PDF)20250710141901NAL0009277888001

BRIA CAPITAL GROUP, LLC

Name: BRIA CAPITAL GROUP, LLC — BRIA CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: BRIA CAPITAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BRIA CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

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 BRIA CAPITAL GROUP, LLC.

Plan sponsor

Name

BRIA CAPITAL GROUP, LLC

EIN

47-3041036

Address

2044 ASHLEY OAKS CIR STE 102 · WESLEY CHAPEL, FL · 33544

Phone

(813) 448-3662

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MANA MANAGEMENT PARTNERS, LLC

MANA MANAGEMENT PARTNERS 401(K) PLAN

$145K · 3 participants

CEW4

CEW4 401(K) PROFIT SHARING PLAN & TRUST

$145K · 3 participants

RA O'NEAL LLC

RA O'NEAL 401(K) RETIREMENT PLAN

$145K · 4 participants

S C SOULAS CFP LLC

S C SOULAS CFP LLC 401K PLAN

$146K · 3 participants

GLOBAL TRUST COMPANY

STATE STREET GTC 2064 RETIREMENT INCOME BUILDER FUND

$145K