Original filing (PDF)20250430091329NAL0001145251001

WILLIAM E BRENNAN PA

Name: WILLIAM E BRENNAN PA — WILLIAM E BRENNAN PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM E BRENNAN PA

Form 5500-SF

FILING_RECEIVED

WILLIAM E BRENNAN PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM E BRENNAN PA.

Plan sponsor

Name

WILLIAM E BRENNAN PA

EIN

02-0351517

Address

99 HANOVER STREET · 2ND FLOOR · MANCHESTER, NH · 03101

Phone

(603) 668-8300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FLETCHER, HEALD & HILDRETH

FLETCHER, HEALD & HILDRETH 401(K) PLAN FOR OF COUNSEL EMPLOYEES

$4.8M · 1 participants

FOLEY LAW FIRM

FOLEY LAW FIRM 401(K) PLAN

$4.8M · 12 participants

WITHERSPOON BRAJCICH MCPHEE, PLLC

WITHERSPOON BRAJCICH MCPHEE, PLLC PROFIT SHARING PLAN

$4.8M · 31 participants

STRAUSS MASSEY DINNEEN LLC

STRAUSS MASSEY DINNEEN LLC 401(K) PLAN

$4.8M · 33 participants

CULLEN, HASKINS, NICHOLSON & MENCHETTI, P.C.

CULLEN, HASKINS, NICHOLSON & MENCHETTI, P.C. PROFIT SHARING PLAN AND TRUST