How big is Brodsky & Smith, LLC's plan?

Brodsky & Smith, LLC's plan reported $2.9M in assets and 9 participants for 2024.

Original filing (PDF)20250814083754NAL0008943795001

Brodsky & Smith, LLC

Name: Brodsky & Smith, LLC — Brodsky & Smith 401(k) Plan, Form 5500 (2024)
Creator: Brodsky & Smith, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brodsky & Smith 401(k) Plan

401(k) retirement plan · Brodsky & Smith, LLC's Brodsky & Smith 401(k) Plan held $2.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Brodsky & Smith, LLC's EIN is 23-2971061.

EIN 23-2971061

Plan number 001

Plan year 2024

ACK ID 20250814083754NAL0008943795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brodsky & Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brodsky & Smith, 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 BRODSKY & SMITH, LLC.

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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