How big is Broad Reach Retail Partners, LLC's plan?

Broad Reach Retail Partners, LLC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20260210082040NAL0003052194001

Broad Reach Retail Partners, LLC

Name: Broad Reach Retail Partners, LLC — Broad Reach, Form 5500 (2024)
Creator: Broad Reach Retail Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broad Reach Retail Partners, LLC 401(k) Plan

401(k) retirement plan · Broad Reach Retail Partners, LLC's Broad Reach Retail Partners, LLC 401(k) Plan held $1.1M in plan assets for 13 participants in 2024.

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Ted Kallergis signed Broad Reach Retail Partners, LLC's 2024 Form 5500 as plan administrator.

Ted Kallergis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Broad Reach Retail Partners, LLC's EIN is 54-2061779.

EIN 54-2061779

Plan number 001

Plan year 2024

ACK ID 20260210082040NAL0003052194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Broad Reach Retail Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Broad Reach Retail Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROAD REACH RETAIL PARTNERS, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off