How big is BRS Financial Group, LLC's plan?

BRS Financial Group, LLC's plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20250325152137NAL0024330592001

BRS Financial Group, LLC

Name: BRS Financial Group, LLC — BRS Financial Group, LLC, Form 5500 (2024)
Creator: BRS Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRS Financial Group, LLC 401(k) Plan

401(k) retirement plan · BRS Financial Group, LLC's BRS Financial Group, LLC 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

BRS Financial Group, LLC's EIN is 47-5610567.

EIN 47-5610567

Plan number 001

Plan year 2024

ACK ID 20250325152137NAL0024330592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BRS Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BRS Financial Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRS FINANCIAL GROUP, 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

Knocking points off