Original filing (PDF)20250707132024NAL0009100514001

BRADY FINANCIAL, INC.

Name: BRADY FINANCIAL, INC. — BRADY FINANCIAL INC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BRADY FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

BRADY FINANCIAL INC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BRADY FINANCIAL, INC.

EIN

20-8264032all filings

Address

7791 NW 46TH STREET, SUITE 113 · DORAL, FL · 33166

Phone

(305) 597-4496

Industry

Finance & Insurancesee 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

2025-07-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 Finance & Insurance plans

THE SC CARROLL GROUP

THE SC CARROLL GROUP 401(K) PLAN

$200K · 2 participants

MAISON INTERNATIONAL

MAISON- XHJC 401(K) PLAN

$200K · 8 participants

OUTSIDE VENTURES INC.

OUTSIDE VENTURES 401(K) PLAN

$200K · 13 participants

PALANCA & ASSOCIATES

PALANCA & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

$200K · 8 participants

PEACHTREE WEALTH ADVISORS

PEACHTREE WEALTH ADVISORS CASH BALANCE PLAN

$200K · 2 participants

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