How big is Breeze Management Associates, LLC's plan?

Breeze Management Associates, LLC's plan reported $3.4M in assets and 114 participants for 2024.

Original filing (PDF)20251011160110NAL0008591297001

Breeze Management Associates, LLC

Name: Breeze Management Associates, LLC — Breeze Managemen, Form 5500 (2024)
Creator: Breeze Management Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breeze Management Associates, LLC 401(k) Plan

401(k) retirement plan · Breeze Management Associates, LLC's Breeze Management Associates, LLC 401(k) Plan held $3.4M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Breeze Management Associates, LLC's EIN is 57-1089208.

EIN 57-1089208

Plan number 001

Plan year 2024

ACK ID 20251011160110NAL0008591297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Breeze Management Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Breeze Management Associates, 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 BREEZE MANAGEMENT ASSOCIATES, 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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score