How big is BRIO Consultants, LLC's plan?

BRIO Consultants, LLC's plan reported $3.9M in assets and 19 participants for 2025.

Original filing (PDF)20260508100345NAL0004853920001

BRIO Consultants, LLC

Name: BRIO Consultants, LLC — BRIO Consultants, LLC 401(k), Form 5500 (2025)
Creator: BRIO Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRIO Consultants, LLC 401(k) Plan

401(k) retirement plan · BRIO Consultants, LLC's BRIO Consultants, LLC 401(k) Plan held $3.9M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

JAKE Zalewski signed BRIO Consultants, LLC's 2025 Form 5500 as plan administrator.

JAKE Zalewski — 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

BRIO Consultants, LLC's EIN is 80-0472324.

EIN 80-0472324

Plan number 001

Plan year 2025

ACK ID 20260508100345NAL0004853920001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BRIO Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BRIO Consultants, 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 BRIO CONSULTANTS, 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