Original filing (PDF)20241014122509NAL0026138417001

BROAD REACH MANAGEMENT COMPANY, LLC

Name: BROAD REACH MANAGEMENT COMPANY, LLC — BROAD REACH POWER 401K PLAN, Form 5500 (2023)
Creator: BROAD REACH MANAGEMENT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

BROAD REACH POWER 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROAD REACH MANAGEMENT COMPANY, LLC.

Plan sponsor

Name

BROAD REACH MANAGEMENT COMPANY, LLC

EIN

84-4040134

Address

333 CLAY STREET SUITE 2800 · HOUSTON, TX · 77002

Phone

(785) 979-1544

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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