How big is Brian Skinner and Associates LLC's plan?

Brian Skinner and Associates LLC's plan reported $773K in assets and 4 participants for 2025.

Original filing (PDF)20260406220315NAL0004592595001

Brian Skinner and Associates LLC

Name: Brian Skinner and Associates LLC — Brian Skinner, Form 5500 (2025)
Creator: Brian Skinner and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Skinner Financial Advisor 401(k) Plan

401(k) retirement plan · Brian Skinner and Associates LLC's Brian Skinner Financial Advisor 401(k) Plan held $773K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

Elantha Barry signed Brian Skinner and Associates LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Brian Skinner and Associates LLC's EIN is 82-0867315.

EIN 82-0867315

Plan number 001

Plan year 2025

ACK ID 20260406220315NAL0004592595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brian Skinner and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brian Skinner and Associates LLC'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 BRIAN SKINNER AND ASSOCIATES 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