Original filing (PDF)20250627124804NAL0022773314001

ROBERT L. BRANT & ASSOC., LLC

Name: ROBERT L. BRANT & ASSOC., LLC — BRANT, ROBERT L., & ASSOC. LLC, Form 5500 (2024)
Creator: ROBERT L. BRANT & ASSOC., LLC

Form 5500-SF

FILING_RECEIVED

BRANT, ROBERT L., & ASSOC. LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 ROBERT L. BRANT & ASSOC., LLC.

Plan sponsor

Name

ROBERT L. BRANT & ASSOC., LLC

EIN

23-3044238

Address

572 WEST MAIN STREET · P O BOX 26865 · TRAPPE, PA · 19426

Phone

(610) 489-9199

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF JOSHUA M. LIEBMAN

LAW OFFICE OF JOSHUA M. LIEBMAN 401(K) PLAN

$4.5M · 7 participants

OSTROFF ASSOCIATES, INC.

OSTROFF ASSOCIATES, INC. 401(K) PLAN

$4.5M · 24 participants

MARDEN DUBORD BERNIER & STEVENS

MARDEN DUBORD BERNIER & STEVENS P.A., LLC RETIREMENT PLAN

$4.5M · 4 participants

GOE FORSYTHE & HODGES LLP

GOE FORSYTHE & HODGES 401(K) PROFIT SHARING PLAN

$4.5M · 18 participants

HOMESLEY & WINGO LAW GROUP PLLC

THE HOMESLEY & WINGO LAW GROUP PLLC 401(K) PS PLAN & TRUST