How big is BRIO Solutions LLC's plan?

BRIO Solutions LLC's plan reported $300K in assets and 5 participants for 2024.

Original filing (PDF)20251001140725NAL0005965235001

BRIO Solutions LLC

Name: BRIO Solutions LLC — Form 5500 (2024)
Creator: BRIO Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRIO Solutions LLC

401(k) retirement plan · BRIO Solutions LLC held $300K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

Plan identifiers

BRIO Solutions LLC's EIN is 83-2467888.

EIN 83-2467888

Plan number 001

Plan year 2024

ACK ID 20251001140725NAL0005965235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BRIO Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BRIO Solutions LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIO SOLUTIONS 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BRIO SOLUTIONS LLC

EIN

all filings

Address

6345 YALE ST · CHINO, CA · 91710

Phone

(714) 900-3749

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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