Original filing (PDF)20251007162203NAL0002604083001

SUSANIN, WIDMAN & BRENNAN, P.C

Name: SUSANIN, WIDMAN & BRENNAN, P.C — SUSANIN, WIDMAN & BRENNAN, P. C. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SUSANIN, WIDMAN & BRENNAN, P.C

Form 5500-SF

FILING_RECEIVED

SUSANIN, WIDMAN & BRENNAN, P. C. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 SUSANIN, WIDMAN & BRENNAN, P.C.

Plan sponsor

Name

SUSANIN, WIDMAN & BRENNAN, P.C

EIN

23-2265950

Address

1001 OLD CASSATT ROAD · SUITE 306 · BERWYN, PA · 19312

Phone

(610) 710-4510

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SIDDALL & SIDDALL, P.C.

SIDDALL & SIDDALL, P.C. 401(K) PLAN AND TRUST

$6.6M · 5 participants

MB LAW GROUP, LLP

MB LAW GROUP, LLP 401(K) PLAN

$6.6M · 11 participants

TSCHETTER SULZER MUCCIO, PC

TSM 401(K) PROFIT SHARING PLAN

$6.6M · 37 participants

ARCHER, BYINGTON, GLENNON & LEVINE, LLP

ARCHER, BYINGTON, GLENNON & LEVINE, LLP 401(K) PROFIT SHARING PLAN

$6.6M · 8 participants

COFFEY, KAYE, MYERS & OLLEY

COFFEY, KAYE, MYERS & OLLEY 401(K) PROFIT SHARING PLAN