How big is Brooks and Associates, PLC's plan?

Brooks and Associates, PLC's plan reported $237K in assets and 2 participants for 2024.

Original filing (PDF)20250519105727NAL0000712659001

Brooks and Associates, PLC

Name: Brooks and Associates, PLC — Collaborative, Form 5500 (2024)
Creator: Brooks and Associates, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Brooks and Associates, PLC's Collaborative Retirement Trust held $237K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

Brooks and Associates, PLC's EIN is 62-1663491.

EIN 62-1663491

Plan number 001

Plan year 2024

ACK ID 20250519105727NAL0000712659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brooks and Associates, PLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BROOKS AND ASSOCIATES, PLC

EIN

all filings

Address

101 SE PARKWAY CT · STE 200 · FRANKLIN, TN · 37064

Phone

(615) 790-5998

Industry

CPA Offices· Professional & Technical Services

Plan administrator