Original filing (PDF)20250826085708NAL0008570113001

BRUNO & RIDGWAY RESEARCH ASSOCIATES

Name: BRUNO & RIDGWAY RESEARCH ASSOCIATES — BRUNO & RIDGWAY RESEARCH ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRUNO & RIDGWAY RESEARCH ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BRUNO & RIDGWAY RESEARCH ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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 BRUNO & RIDGWAY RESEARCH ASSOCIATES.

Plan sponsor

Name

BRUNO & RIDGWAY RESEARCH ASSOCIATES

EIN

22-1909464

Address

352 2ND STREET PIKE, SUITE 391 · SOUTHAMPTON, PA · 18966

Phone

(609) 895-9889

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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