Original filing (PDF)20251007190427NAL0008730064001

J C BRODERICK AND ASSOCIATES INC

Name: J C BRODERICK AND ASSOCIATES INC — J C BRODERICK AND ASSOCIATES INC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J C BRODERICK AND ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

J C BRODERICK AND ASSOCIATES INC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 J C BRODERICK AND ASSOCIATES INC.

Plan sponsor

Name

J C BRODERICK AND ASSOCIATES INC

EIN

11-3437849

Address

1775 EXPRESS DRIVE NORTH · HAUPPAUGE, NY · 11788

Phone

(631) 584-5492

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

SCI-TEK CONSULTANTS, INC.

SCI-TEK CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

$5.5M · 38 participants

CORE SERVICES GROUP INC

CORE SERVICES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$5.5M · 44 participants

SEI ENGINEERS, INC.

SEI ENGINEERS EMPLOYEE SAFE HARBOR PROFIT SHARING 401(K) PLAN

$5.6M · 10 participants

STEERE ENGINEERING, INC.

STEERE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$5.6M · 28 participants

ARCHITECTURAL ENGINEERING DESIGN GROUP INC.