How big is Brann & Isaacson, LLP's plan?

Brann & Isaacson, LLP's plan reported $21.8M in assets and 36 participants for 2024.

Original filing (PDF)20250716090530NAL0004023632001

Brann & Isaacson, LLP

Name: Brann & Isaacson, LLP — Brann & Isaacson, LLP Profit, Form 5500 (2024)
Creator: Brann & Isaacson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brann & Isaacson, LLP Profit Sharing Plan

401(k) retirement plan · Brann & Isaacson, LLP's Brann & Isaacson, LLP Profit Sharing Plan held $21.8M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Diane McIntire signed Brann & Isaacson, LLP's 2024 Form 5500 as plan administrator.

Diane McIntire — 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

Brann & Isaacson, LLP's EIN is 01-0034230.

EIN 01-0034230

Plan number 001

Plan year 2024

ACK ID 20250716090530NAL0004023632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brann & Isaacson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brann & Isaacson, LLP's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRANN & ISAACSON, LLP.

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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