How big is The Brookwood Group's plan?

The Brookwood Group's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20250729141547NAL0004055376001

The Brookwood Group

Name: The Brookwood Group — The Brookwood Group SOCA, Form 5500 (2024)
Creator: The Brookwood Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Brookwood Group SOCA Benefit Plan

Health & welfare plan · The Brookwood Group's The Brookwood Group SOCA Benefit Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$458

People on this filing

Matt Appenzeller signed The Brookwood Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

The Brookwood Group's EIN is 92-1132129.

EIN 92-1132129

Plan number 501

Plan year 2024

ACK ID 20250729141547NAL0004055376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Brookwood Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Brookwood Group's plan includes health coverage.

Decision-maker contacts

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

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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