Original filing (PDF)20260212162353NAL0000408514001

Brookstone Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Brookstone Wealth Management, LLC Pension Plan & Trust

Defined-benefit pension plan · Brookstone Wealth Management, LLC's Brookstone Wealth Management, LLC Pension Plan & Trust filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Brookstone Wealth Management, LLC's EIN is 82-1331693.

EIN 82-1331693

Plan number 001

Plan year 2025

ACK ID 20260212162353NAL0000408514001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Brookstone Wealth Management, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKSTONE WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off