How big is The Orchard on the Brazos' plan?

The Orchard on the Brazos' plan reported $333K in assets and 29 participants for 2024.

Original filing (PDF)20250730114151NAL0001889619001

The Orchard on the Brazos

Name: The Orchard on the Brazos — The Orchard on the, Form 5500 (2024)
Creator: The Orchard on the Brazos
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Orchard on the Brazos 401(k) Plan

401(k) retirement plan · The Orchard on the Brazos' The Orchard on the Brazos 401(k) Plan held $333K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$330K

People on this filing

Daniel Lummis signed The Orchard on the Brazos' 2024 Form 5500 as plan administrator.

Daniel Lummis — 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

The Orchard on the Brazos' EIN is 84-2798459.

EIN 84-2798459

Plan number 001

Plan year 2024

ACK ID 20250730114151NAL0001889619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Orchard on the Brazos from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Orchard on the Brazos' 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 THE ORCHARD ON THE BRAZOS.

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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