· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN & MICHAELS, PC — BROWN & MICHAELS, PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013104203NAL0001048001001
BROWN & MICHAELS, PC
Form 5500-SF
FILING_RECEIVED
BROWN & MICHAELS, PC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
BROWN & MICHAELS, PC
.
Find decision makers
Plan sponsor
Name
BROWN & MICHAELS, PC
EIN
16-1513589
Address
118 NORTH TIOGA ST., SUITE 400 · ITHACA, NY · 14850
Phone
(607) 256-2000
Industry
Law 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CALDWELL LLP
CALDWELL LLP CASH BALANCE PLAN
$1.1M · 1 participants
J. CLANCEY BOUNDS, P.L.
BOUNDS LAW GROUP CASH BALANCE PLAN
$1.1M · 15 participants
THE BISOL FIRM, APC
THE BISOL FIRM, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$1.1M · 1 participants
HOPE LAW FIRM & ASSOCIATES, P.C.
HOPE LAW FIRM & ASSOCIATES P.C. 401(K) PLAN
$1.1M · 27 participants
ROBERT D. ERNEY & ASSOCIATES CO., L.P.A.
ROBERT D. ERNEY & ASSOCIATES CO., L.P.A. CASH BALANCE PENSION PLAN
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.
$1.1M · 5 participants
HONEA LAW FIRM, PLLC
HONEA LAW FIRM 401(K) PLAN
$1.1M · 7 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B