How big is Baretz Plus Brunelle, LLC's plan?

Baretz Plus Brunelle, LLC's plan reported $4.8M in assets and 25 participants for 2024.

Original filing (PDF)20250422160201NAL0002446403001

Baretz Plus Brunelle, LLC

Name: Baretz Plus Brunelle, LLC — Baretz Plus Brunelle, Form 5500 (2024)
Creator: Baretz Plus Brunelle, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baretz Plus Brunelle, LLC Profit Sharing & Trust

401(k) retirement plan · Baretz Plus Brunelle, LLC's Baretz Plus Brunelle, LLC Profit Sharing & Trust held $4.8M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Anthony Tramontana signed Baretz Plus Brunelle, LLC's 2024 Form 5500 as plan administrator.

Anthony Tramontana — 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

Baretz Plus Brunelle, LLC's EIN is 81-1322414.

EIN 81-1322414

Plan number 001

Plan year 2024

ACK ID 20250422160201NAL0002446403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baretz Plus Brunelle, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baretz Plus Brunelle, 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 BARETZ PLUS BRUNELLE, 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