· 2022–2024 · DOL EFAST2

Brandon Hall Group, Inc. — Brandon Hall Group, Inc., Form 5500 (2025)

Original filing (PDF)20260529095453NAL0011788960001

Brandon Hall Group, Inc.

Form 5500-SF

FILING_RECEIVED

Brandon Hall Group, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Brandon Hall Group, Inc.'s Brandon Hall Group, Inc. 401(k) Profit Sharing Plan and Trust held $759K in plan assets for 17 participants in 2025.

Active participants

17

Accounts w/ balance

11

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRANDON HALL GROUP, INC..

Plan sponsor

Name

BRANDON HALL GROUP, INC.

EIN

75-3179593all filings

Address

455 NE 5TH AVENUE, D292 · DELRAY BEACH, FL · 33483

Phone

(561) 306-3576

Industry

All Other Professional Services· Professional & Technical Services

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

2026-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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