Original filing (PDF)20250421220107NAL0006256272011

BROOKLINE WEALTH LLC

Name: BROOKLINE WEALTH LLC — BROOKLINE WEALTH LLC 401(K) PLAN, Form 5500 (2024)
Creator: BROOKLINE WEALTH LLC

Form 5500-SF

FILING_RECEIVED

BROOKLINE WEALTH LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

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 BROOKLINE WEALTH LLC.

Plan sponsor

Name

BROOKLINE WEALTH LLC

EIN

88-3440811

Address

1000 WESTBANK DR. · BLDG. 3A · AUSTIN, TX · 78746

Phone

(512) 222-9169

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

A BETTER DOG NOW

A BETTER DOG NOW 401(K) PROFIT SHARING PLAN & TRUST

$102K · 14 participants

MANAGEMENT ADVISORS EXECUTIVE SEARCH, LLC

MANAGEMENT ADVISORS EXECUTIVE SEARCH, LLC 401(K) PLAN

$102K · 7 participants

FACADES, INC.

FACADES, INC. RETIREMENT TRUST

$102K · 20 participants

JACK TAR PICTURES

JACK TAR PICTURES 401(K) PROFIT SHARING PLAN & TRUST

$102K · 2 participants

VIP

VIP 401(K) PROFIT SHARING PLAN & TRUST

$102K · 17 participants