Brean Capital, Llc 401(k) Plan: Login, Facts & Contact Information

Brean Capital, Llc 401(k) Plan Facts

Plan name
BREAN CAPITAL, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BREAN CAPITAL, LLC
Participants
221 (173 active employees)
Former employees with a balance
41
Plan assets
$27,909,138 at Dec 31, 2024
Average account balance
$183,613 across 152 accounts
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.69 million went into the plan in contributions.
  • $1.46 million was paid out to participants.
  • Investment and other income added $4.28 million.
  • Administrative expenses were $105,137, about $692 per account.

How the Brean Capital, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019174$16.2 million$405$1.11 million
2020182$17.9 million$30$2.75 million
2021206$20.7 million—$2.30 million
2022206$18.4 million—$565,588
2023207$22.5 million—$2.20 million
2024221$27.9 million—$1.46 million

Brean Capital, Llc 401(k) Contact Information

Phone
212-702-6500
Mailing address
505 5TH AVENUE, 5TH FLOOR, NEW YORK NY 10017
Plan sponsor
BREAN CAPITAL, LLC
Employer identification number (EIN)
13-4113323
Plan number
004

Questions about the Brean Capital, Llc 401(k)

Does Brean Capital, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Brean Capital, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Brean Capital, Llc 401(k) plan?

221 participants at the start of plan year 2024, 173 of them active employees, and 41 former employees who still had money in the plan.

What is the average 401(k) balance at Brean Capital, Llc?

About $183,613 per account: $27.9 million in plan assets across 152 accounts with a balance at the end of plan year 2024.

Who manages the Brean Capital, Llc 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Brean Capital, Llc. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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