How big is Brooks & Freund, LLC's plan?

Brooks & Freund, LLC's plan reported $4.8M in assets and 38 participants for 2025.

Original filing (PDF)20260430074100NAL0011301025001

Brooks & Freund, LLC

Name: Brooks & Freund, LLC — Brooks & Freund, LLC 401(k), Form 5500 (2025)
Creator: Brooks & Freund, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brooks & Freund, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brooks & Freund, LLC's Brooks & Freund, LLC 401(k) Profit Sharing Plan & Trust held $4.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Brooks & Freund, LLC's EIN is 65-0988288.

EIN 65-0988288

Plan number 001

Plan year 2025

ACK ID 20260430074100NAL0011301025001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brooks & Freund, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brooks & Freund, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (86th percentile).

Plan sponsor

Name

BROOKS & FREUND, LLC

EIN

all filings

Address

5661 INDEPENDENCE CIRCLE · SUITE 1 · FORT MYERS, FL · 33912

Phone

(239) 939-5251

Industry

Construction

Plan administrator