How big is Braddock Financial LLC's plan?

Braddock Financial LLC's plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250623145142NAL0006053809002

Braddock Financial LLC

Name: Braddock Financial LLC — Braddock Financial LLC, Form 5500 (2024)
Creator: Braddock Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Braddock Financial LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Braddock Financial LLC's Braddock Financial LLC 401(k) Profit Sharing Plan and Trust held $2.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Tom Plisko signed Braddock Financial LLC's 2024 Form 5500 as plan administrator.

Tom Plisko — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Braddock Financial LLC's EIN is 22-3333365.

EIN 22-3333365

Plan number 001

Plan year 2024

ACK ID 20250623145142NAL0006053809002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Braddock Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Braddock Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BRADDOCK FINANCIAL LLC

EIN

all filings

Address

1200 17TH STREET, SUITE 1210 · DENVER, CO · 80202

Phone

(303) 308-6402

Industry

Finance & Insurance

Plan administrator