How big is Brickley Wealth Management's plan?

Brickley Wealth Management's plan reported $12.2M in assets and 8 participants for 2025.

Original filing (PDF)20260415103936NAL0016923713001

Brickley Wealth Management

Name: Brickley Wealth Management — Brickley Wealth, Form 5500 (2025)
Creator: Brickley Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brickley Wealth Management 401(k) Plan

401(k) retirement plan · Brickley Wealth Management's Brickley Wealth Management 401(k) Plan held $12.2M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Brickley Wealth Management's EIN is 82-1096907.

EIN 82-1096907

Plan number 002

Plan year 2025

ACK ID 20260415103936NAL0016923713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brickley Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brickley Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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