How big is Brosamer & Wall, LLC's plan?

Brosamer & Wall, LLC's plan reported $9.3M in assets and 16 participants for 2024.

Original filing (PDF)20250918051524NAL0002416642001

Brosamer & Wall, LLC

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

Form 5500-SF

FILING_RECEIVED

Brosamer & Wall LLC 401(k) Retirement Plan

401(k) retirement plan · Brosamer & Wall, LLC's Brosamer & Wall LLC 401(k) Retirement Plan held $9.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Sonia Gulati signed Brosamer & Wall, LLC's 2024 Form 5500 as plan administrator.

Sonia Gulati — 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

Brosamer & Wall, LLC's EIN is 68-0459971.

EIN 68-0459971

Plan number 001

Plan year 2024

ACK ID 20250918051524NAL0002416642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brosamer & Wall, 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 BROSAMER & WALL, 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 (96th percentile).

Plan sponsor

Name

BROSAMER & WALL, LLC

EIN

all filings

Address

1777 OAKLAND BLVD #110 · WALNUT CREEK, CA · 94596

Phone

(925) 932-7900

Industry

Real Estate

Plan administrator