· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRAZEE & HUBAN CPAS — BRAZEE & HUBAN, CPAS 401(K) SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250303145102NAL0005566289001
BRAZEE & HUBAN CPAS
Form 5500-SF
FILING_RECEIVED
BRAZEE & HUBAN, CPAS 401(K) SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
13
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRAZEE & HUBAN CPAS
.
Find decision makers
Plan sponsor
Name
BRAZEE & HUBAN CPAS
EIN
04-2585832
Address
55 WENDELL AVENUE · PITTSFIELD, MA · 01201
Phone
(413) 443-9157
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ANDREW SHABSHELOWITZ
SHABSHELOWITZ & CO EMPLOYEE SAVINGS & PROFIT SHARING PLAN
$7.2M · 7 participants
KESSLER, SCHNEIDER & SCHELTINGA
KESSLER, SCHNEIDER & SCHELTINGA 401(K) PROFIT SHARING PLAN
$7.2M · 29 participants
LARSON & COMPANY, P.C.
LARSON & COMPANY, P.C. 401(K) RETIREMENT PLAN
$7.2M · 95 participants
BIGGSKOFFORD PC
BIGGSKOFFORD 401(K) PLAN
$7.2M · 34 participants
GW CPA LLP
GW CPA, LLP 401K PLAN
$7.1M · 13 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROSEN KUSLANSKY, C.P.A., P.C.
ROSEN KUSLANSKY, C.P.A., P.C. 401(K) PROFIT SHARING PLAN
$7.1M · 18 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
