· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIASON ASSOCIATES — BRIASON ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429220318NAL0001863216012
BRIASON ASSOCIATES
Form 5500-SF
FILING_RECEIVED
BRIASON ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
7
Plan assets (EOY)
$452
Net assets (EOY)
$452
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIASON ASSOCIATES
.
Find decision makers
Plan sponsor
Name
BRIASON ASSOCIATES
EIN
83-4318490
Address
1177 HIGH RIDGE ROAD · SUITE 245 · STAMFORD, CT · 06905
Phone
(855) 778-1262
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
RODA BUSINESS SOLUTIONS
RODA BUSINESS SOLUTIONS 401(K) PLAN
$451 · 3 participants
GOLDEN EVOLUTION MANAGEMENT CORP
GOLDEN EVOLUTION MANAGEMENT CORP 401K
$451
VANTAGE POINT CONSULTING LLC
VANTAGE POINT CONSULTING LLC 401K PROFIT SHARING PLAN
$450 · 10 participants
IMS MANAGEMENT SVCS CORP
IMS MANAGEMENT SVCS CORP 401(K) PLAN
$450 · 121 participants
BLUEFLAG LLP
BLUEFLAG LLP 401(K) PLAN
$455 · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JMT MARKETING SERVICES INC
JMT MARKETING 401K
$449 · 1 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B