Original filing (PDF)20250715203551NAL0003572928001

MALOOF BROWNE & EAGAN, LLC

Name: MALOOF BROWNE & EAGAN, LLC — MALOOF & BROWNE RETIREMENT TRUST, Form 5500 (2024)
Creator: MALOOF BROWNE & EAGAN, LLC

Form 5500-SF

FILING_RECEIVED

MALOOF & BROWNE RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MALOOF BROWNE & EAGAN, LLC.

Plan sponsor

Name

MALOOF BROWNE & EAGAN, LLC

EIN

13-3769685

Address

411 THEODORE FREMD AVE STE 190 · RYE, NY · 10580

Phone

(914) 921-1200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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