How big is Bretagne, LLC's plan?

Bretagne, LLC's plan reported $537K in assets and 19 participants for 2024.

Original filing (PDF)20250905084749NAL0035595234001

Bretagne, LLC

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

Form 5500-SF

FILING_RECEIVED

Bretagne, LLC 401(k) Plan

401(k) retirement plan · Bretagne, LLC's Bretagne, LLC 401(k) Plan held $537K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

People on this filing

Virginia B. Lazenby signed Bretagne, LLC's 2024 Form 5500 as plan administrator.

Virginia B. Lazenby — 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

Bretagne, LLC's EIN is 62-1327612.

EIN 62-1327612

Plan number 001

Plan year 2024

ACK ID 20250905084749NAL0035595234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bretagne, 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 BRETAGNE, LLC.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BRETAGNE, LLC

EIN

all filings

Address

220 N MAIN STREET UNIT B · ASHLAND CITY, TN · 37015

Phone

(615) 485-8328

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

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 Mining, Quarrying, Oil & Gas plans

KIWI Energy, Ltd.

KIWI Energy, Ltd. Qualified Replacement Plan

$533K · 2 participants

Jackson HOT Oil Service, LLC

Jackson HOT Oil Service 401(k) Plan

$553K · 20 participants

Carrick Therapeutics Inc.

Carrick Therapeutics Inc. 401(k) Plan

$555K · 2 participants

Overton Park Oil & Gas LP

Overton Park's 401(k) Plan

$519K · 12 participants

Summit Petroleum, Inc.

Summit Petroleum, Inc. 401(k) Retirement Plan

$515K · 17 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.