How big is Brooks and Brooks' plan?

Brooks and Brooks' plan reported $346K in assets and 7 participants for 2024.

Original filing (PDF)20250425221346NAL0009574033057

Brooks and Brooks

Name: Brooks and Brooks — Brooks and Brooks 401(k) Plan, Form 5500 (2024)
Creator: Brooks and Brooks
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brooks and Brooks 401(k) Plan

401(k) retirement plan · Brooks and Brooks' Brooks and Brooks 401(k) Plan held $346K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

Plan identifiers

Brooks and Brooks' EIN is 55-0857023.

EIN 55-0857023

Plan number 001

Plan year 2024

ACK ID 20250425221346NAL0009574033057

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brooks and Brooks from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brooks and Brooks' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKS AND BROOKS.

Finding similar companies…

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

Helping the score