Original filing (PDF)20250430145318NAL0001247267002

WELBY, BRADY & GREENBLATT, LLP

Name: WELBY, BRADY & GREENBLATT, LLP — WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WELBY, BRADY & GREENBLATT, LLP

Form 5500-SF

FILING_RECEIVED

WELBY, BRADY & GREENBLATT, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

WELBY, BRADY & GREENBLATT, LLP

EIN

13-3864481

Address

11 MARTINE AVENUE · WHITE PLAINS, NY · 10606

Phone

(914) 428-2100

Industry