How big is Black Brook Wealth Advisors' plan?

Black Brook Wealth Advisors' plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20251002125107NAL0000477121001

Black Brook Wealth Advisors

Name: Black Brook Wealth Advisors — Black Brook Wealth, Form 5500 (2024)
Creator: Black Brook Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Black Brook Wealth Advisors 401(k) Plan

401(k) retirement plan · Black Brook Wealth Advisors' Black Brook Wealth Advisors 401(k) Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Black Brook Wealth Advisors' EIN is 83-2815777.

EIN 83-2815777

Plan number 001

Plan year 2024

ACK ID 20251002125107NAL0000477121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Black Brook Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Black Brook Wealth Advisors' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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