How big is Brandon BUSH Financial Services' plan?

Brandon BUSH Financial Services' plan reported $252K in assets and 1 participants for 2024.

Original filing (PDF)20250724122208NAL0013276450001

Brandon BUSH Financial Services

Name: Brandon BUSH Financial Services — Brandon BUSH, Form 5500 (2024)
Creator: Brandon BUSH Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandon BUSH Financial Services Inc.

401(k) retirement plan · Brandon BUSH Financial Services' Brandon BUSH Financial Services Inc. held $252K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Brandon BUSH signed Brandon BUSH Financial Services' 2024 Form 5500 as plan administrator.

Brandon BUSH — 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

Brandon BUSH Financial Services' EIN is 81-0965714.

EIN 81-0965714

Plan number 001

Plan year 2024

ACK ID 20250724122208NAL0013276450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brandon BUSH Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brandon BUSH Financial Services' 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 BRANDON BUSH FINANCIAL SERVICES.

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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