How big is J. Brandmeyer Insurance & Financial Services' plan?

J. Brandmeyer Insurance & Financial Services' plan reported $47K in assets and 10 participants for 2024.

Original filing (PDF)20250610150414NAL0044040674001

J. Brandmeyer Insurance & Financial Services

Name: J. Brandmeyer Insurance & Financial Services — Form 5500 Plan 001 (2024)
Creator: J. Brandmeyer Insurance & Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAKE Brandmeyer Insurance & Financial 401(k)

401(k) retirement plan · J. Brandmeyer Insurance & Financial Services' JAKE Brandmeyer Insurance & Financial 401(k) held $47K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

JAKE Brandmeyer signed J. Brandmeyer Insurance & Financial Services' 2024 Form 5500 as plan administrator.

JAKE Brandmeyer — 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

J. Brandmeyer Insurance & Financial Services' EIN is 83-4258480.

EIN 83-4258480

Plan number 001

Plan year 2024

ACK ID 20250610150414NAL0044040674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Brandmeyer Insurance & Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Brandmeyer Insurance & Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. BRANDMEYER INSURANCE & FINANCIAL SERVICES.

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Plan health score

Above-average plan

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