How big is Brubaker & Williams, Ltd.'s plan?

Brubaker & Williams, Ltd.'s plan reported $797K in assets and 3 participants for 2024.

Original filing (PDF)20250825075937NAL0015186802001

Brubaker & Williams, Ltd.

Name: Brubaker & Williams, Ltd. — Brubaker & Williams, Form 5500 (2024)
Creator: Brubaker & Williams, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brubaker & Williams, Ltd. 401(k) Plan

401(k) retirement plan · Brubaker & Williams, Ltd.'s Brubaker & Williams, Ltd. 401(k) Plan held $797K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

People on this filing

Kevin J. Brubaker signed Brubaker & Williams, Ltd.'s 2024 Form 5500 as plan administrator.

Kevin J. Brubaker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brubaker & Williams, Ltd.'s EIN is 83-2942194.

EIN 83-2942194

Plan number 001

Plan year 2024

ACK ID 20250825075937NAL0015186802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brubaker & Williams, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brubaker & Williams, Ltd.'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 BRUBAKER & WILLIAMS, LTD.

Finding similar companies…

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