Original filing (PDF)20251006121624NAL0003391649001

VAUGHN BRINKLEY WEALTH STRATEGIES GROUP

Name: VAUGHN BRINKLEY WEALTH STRATEGIES GROUP — VAUGHN BRINKLEY WEALTH STRATEGIES GROUP 401(K) PLAN, Form 5500 (2024)
Creator: VAUGHN BRINKLEY WEALTH STRATEGIES GROUP

Form 5500-SF

FILING_RECEIVED

VAUGHN BRINKLEY WEALTH STRATEGIES GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

VAUGHN BRINKLEY WEALTH STRATEGIES GROUP

EIN

86-3821904all filings

Address

108 PALAFOX PLACE · PENSACOLA, FL · 32502

Phone

(850) 474-1020

Industry

Finance & Insurancesee all

Plan administrator