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BREET, INC. — BREET, INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241122095917NAL0001567217001
BREET, INC.
Form 5500-SF
FILING_RECEIVED
BREET, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
9
Plan assets (EOY)
$132K
Net assets (EOY)
$132K
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BREET, INC.
.
Find decision makers
Plan sponsor
Name
BREET, INC.
EIN
51-0265035
Address
487 GLEN EAGLE SQUARE · GLEN MILLS, PA · 19342
Phone
(610) 558-4006
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-11-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GORMAN & GORMAN ENTERPRISE INC
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