How big is Brotemarkle, Davis & Co., LLP's plan?

Brotemarkle, Davis & Co., LLP's plan reported $1.8M in assets and 17 participants for 2025.

Original filing (PDF)20260213172019NAL0001582931001

Brotemarkle, Davis & Co., LLP

Name: Brotemarkle, Davis & Co., LLP — Brotemarkle, Davis &, Form 5500 (2025)
Creator: Brotemarkle, Davis & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brotemarkle, Davis & Co., LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Brotemarkle, Davis & Co., LLP's Brotemarkle, Davis & Co., LLP 401(k) Profit Sharing Plan held $1.8M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Brotemarkle, Davis & Co., LLP's EIN is 68-0219846.

EIN 68-0219846

Plan number 002

Plan year 2025

ACK ID 20260213172019NAL0001582931001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brotemarkle, Davis & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brotemarkle, Davis & Co., LLP's plan includes profit-sharing, 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 BROTEMARKLE, DAVIS & CO., LLP.

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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