· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROOKS AND BROOKS SERVICES, INC — BROOKS AND BROOKS SERVICES, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513161421NAL0040384418001
BROOKS AND BROOKS SERVICES, INC
Form 5500-SF
FILING_RECEIVED
BROOKS AND BROOKS SERVICES, INC 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
11
Plan assets (EOY)
$966K
Net assets (EOY)
$966K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
BROOKS AND BROOKS SERVICES, INC
.
Find decision makers
Plan sponsor
Name
BROOKS AND BROOKS SERVICES, INC
EIN
52-1748491
Address
5550 TUXEDO RD STE D · CHERVERLY, MD · 207811310
Phone
(301) 773-2001
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
OVERLAND SUPPLY, INC
OVERLAND SUPPLY 401K PROFIT SHARING PLAN AND TRUST
$962K · 16 participants
DIVERSE FACILITY SOLUTIONS, INC.
DFS COMPANY 401(K) RETIREMENT PLAN
$959K · 200 participants
A & B CLEANING SERVICE
A & B CLEANING SERVICE 401K
$975K · 124 participants
LOPESCO INC
LOPESCO EMPLOYEE SAVINGS PLAN
$957K · 12 participants
PROCARE JANITORIAL SUPPLY, INC.
PROCARE JANITORIAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN
$955K · 14 participants
65
Knocking points off
Only 13% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MAVAGI ENTERPRISES, INC.
MAVAGI ENTERPRISES RETIREMENT PLAN
$979K · 95 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
