How big is Brookside Wealth Advisors' plan?

Brookside Wealth Advisors' plan reported $7K in assets and 3 participants for 2023.

Original filing (PDF)20250428155505NAL0008134563001

Brookside Wealth Advisors

Name: Brookside Wealth Advisors — Brookside Wealth, Form 5500 (2023)
Creator: Brookside Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookside Wealth Advisors CBIN Benefit Plan

Health & welfare plan · Brookside Wealth Advisors' Brookside Wealth Advisors CBIN Benefit Plan held $7K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Brett Hulse signed Brookside Wealth Advisors' 2023 Form 5500 as plan administrator.

Brett Hulse — 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

Brookside Wealth Advisors' EIN is 85-1025948.

EIN 85-1025948

Plan number 501

Plan year 2023

ACK ID 20250428155505NAL0008134563001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brookside Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brookside Wealth Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKSIDE WEALTH ADVISORS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score