How big is Brooks Gelpi Haase, LLC's plan?

Brooks Gelpi Haase, LLC's plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20250620093230NAL0009453922001

Brooks Gelpi Haase, LLC

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

Form 5500-SF

FILING_RECEIVED

Brooks Gelpi Haase 401(k) Plan

401(k) retirement plan · Brooks Gelpi Haase, LLC's Brooks Gelpi Haase 401(k) Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Philip S. Brooks, Jr. signed Brooks Gelpi Haase, LLC's 2024 Form 5500 as plan administrator.

Philip S. Brooks, Jr. — 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 Gelpi Haase, LLC's EIN is 84-3890759.

EIN 84-3890759

Plan number 001

Plan year 2024

ACK ID 20250620093230NAL0009453922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brooks Gelpi Haase, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brooks Gelpi Haase, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GELPI HAASE, LLC.

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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