· 2022–2024 · DOL EFAST2

BRADY RISK MANAGEMENT INC — BRADY RISK MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240709101905NAL0027010034001

BRADY RISK MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

BRADY RISK MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

Above-average plan

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

20

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRADY RISK MANAGEMENT INC.

Plan sponsor

Name

BRADY RISK MANAGEMENT INC

EIN

11-3257218all filings

Address

24 W CARVER ST · 2ND FLOOR · HUNTINGTON, NY · 11743

Phone

(631) 549-8561

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Insurance Agencies & Brokerages plans

FUEL INDUSTRIAL SERVICES LLC

FUEL INDUSTRIAL SERVICES LLC SOCA BENEFIT PLAN

$2K · 6 participants

FROHNAPFEL & BURKETT INSURANCE

FROHNAPFEL & BURKETT INSURANCE CBWV BENEFIT PLAN

$2K · 3 participants

CONCEPT 4 INSURANCE

CONCEPT 4 INSURANCE CHAMBER BENEFIT ARRANGEMENT PLAN

$2K · 3 participants

LIBERTY BELL SERVICES LLC

LIBERTY BELL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 4 participants

MONICA HOSKINS AGENCY, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.