How big is JP Brett & SON, Inc.'s plan?

JP Brett & SON, Inc.'s plan reported $216K in assets and 35 participants for 2025.

Original filing (PDF)20260420092437NAL0002052144001

JP Brett & SON, Inc.

Name: JP Brett & SON, Inc. — JP Brett & SON, Inc. 401(k), Form 5500 (2025)
Creator: JP Brett & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JP Brett & SON, Inc. 401(k) Plan

401(k) retirement plan · JP Brett & SON, Inc.'s JP Brett & SON, Inc. 401(k) Plan held $216K in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Krystal Casey signed JP Brett & SON, Inc.'s 2025 Form 5500 as plan administrator.

Krystal Casey — 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

JP Brett & SON, Inc.'s EIN is 59-1934299.

EIN 59-1934299

Plan number 001

Plan year 2025

ACK ID 20260420092437NAL0002052144001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JP Brett & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JP Brett & SON, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JP BRETT & SON, INC..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off