How big is Breakwater Capital Group LLC's plan?

Breakwater Capital Group LLC's plan reported $853K in assets and 5 participants for 2025.

Original filing (PDF)20260413095201NAL0017890944001

Breakwater Capital Group LLC

Name: Breakwater Capital Group LLC — Breakwater Capital, Form 5500 (2025)
Creator: Breakwater Capital Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breakwater Capital Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Breakwater Capital Group LLC's Breakwater Capital Group LLC 401(k) Profit Sharing Plan & Trust held $853K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

People on this filing

Jeffrey Hanson signed Breakwater Capital Group LLC's 2025 Form 5500 as plan administrator.

Jeffrey Hanson — 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

Breakwater Capital Group LLC's EIN is 88-2437709.

EIN 88-2437709

Plan number 001

Plan year 2025

ACK ID 20260413095201NAL0017890944001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Breakwater Capital Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Breakwater Capital Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BREAKWATER CAPITAL GROUP 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