How big is Brookstone Wealth Management, LLC's plan?

Brookstone Wealth Management, LLC's plan reported $205K in assets and 3 participants for 2024.

Original filing (PDF)20250723141726NAL0008922434001

Brookstone Wealth Management, LLC

Name: Brookstone Wealth Management, LLC — Brookstone, Form 5500 (2024)
Creator: Brookstone Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookstone Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Brookstone Wealth Management, LLC's Brookstone Wealth Management, LLC 401(k) Plan held $205K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

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

EIN 82-1331693

Plan number 002

Plan year 2024

ACK ID 20250723141726NAL0008922434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookstone Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookstone Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score