How big is Brett Causton's plan?

Brett Causton's plan reported $272K in assets and 8 participants for 2023.

Original filing (PDF)20240510102728NAL0031589041001

Brett Causton

Name: Brett Causton — Brett Causton 401(k) Profit Sharing, Form 5500 (2023)
Creator: Brett Causton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brett Causton 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brett Causton's Brett Causton 401(k) Profit Sharing Plan & Trust held $272K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Brett Causton signed Brett Causton's 2023 Form 5500 as plan administrator.

Brett Causton — 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

Brett Causton's EIN is 77-0102310.

EIN 77-0102310

Plan number 001

Plan year 2023

ACK ID 20240510102728NAL0031589041001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brett Causton from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brett Causton's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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