How big is BRES Advisors, LLC's plan?

BRES Advisors, LLC's plan reported $117K in assets and 3 participants for 2025.

Original filing (PDF)20260413154406NAL0018278000001

BRES Advisors, LLC

Name: BRES Advisors, LLC — BRES Advisors 401(k) Plan, Form 5500 (2025)
Creator: BRES Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRES Advisors 401(k) Plan

401(k) retirement plan · BRES Advisors, LLC's BRES Advisors 401(k) Plan held $117K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

Plan identifiers

BRES Advisors, LLC's EIN is 99-2625043.

EIN 99-2625043

Plan number 001

Plan year 2025

ACK ID 20260413154406NAL0018278000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BRES Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BRES Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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