How big is Broen Inc.'s plan?

Broen Inc.'s plan reported $669K in assets and 12 participants for 2025.

Original filing (PDF)20260518122544NAL0000092609001

Broen Inc.

Name: Broen Inc. — Broen Retirement Plan, Form 5500 (2025)
Creator: Broen Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broen Retirement Plan

401(k) retirement plan · Broen Inc.'s Broen Retirement Plan held $669K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

Plan identifiers

Broen Inc.'s EIN is 72-1371174.

EIN 72-1371174

Plan number 001

Plan year 2025

ACK ID 20260518122544NAL0000092609001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Broen Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Broen Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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.

Plan sponsor

Name

BROEN INC.

EIN

all filings

Address

6421 LOZANO DRIVE · HOUSTON, TX · 77041

Phone

(713) 300-0480

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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