Filings through .
Sponsor portfolio
Brennan Financial Services, LLC
EIN 27-3505680financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
18
15455 DALLAS PARKWAY, STE 1225 - ADDISON, TX 75001972-980-4144brennanfinancialservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRENNAN FINANCIAL SERVICES 401(K) PLAN | 401(k) | $3.5M | 18 | 2025 |
Retirement plans