How big is Brooks Place Tavern's plan?

Brooks Place Tavern's plan reported $28K in assets and 46 participants for 2024.

Original filing (PDF)20250717164732NAL0000355107001

Brooks Place Tavern

Name: Brooks Place Tavern — Brooks Place Tavern 401(k), Form 5500 (2024)
Creator: Brooks Place Tavern
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brooks Place Tavern 401(k) Plan

401(k) retirement plan · Brooks Place Tavern's Brooks Place Tavern 401(k) Plan held $28K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Shirley Horner signed Brooks Place Tavern's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Brooks Place Tavern's EIN is 83-4507803.

EIN 83-4507803

Plan number 001

Plan year 2024

ACK ID 20250717164732NAL0000355107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brooks Place Tavern from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brooks Place Tavern's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKS PLACE TAVERN.

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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