Original filing (PDF)20250923131638NAL0008068595001

BRANDT & SHERMAN, L.L.P.

Name: BRANDT & SHERMAN, L.L.P. — BRANDT & SHERMAN, L.L.P. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: BRANDT & SHERMAN, L.L.P.

Form 5500-SF

FILING_RECEIVED

BRANDT & SHERMAN, L.L.P. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 BRANDT & SHERMAN, L.L.P..

Plan sponsor

Name

BRANDT & SHERMAN, L.L.P.

EIN

26-2098296

Address

111 MERCURY STREET · LAFAYETTE, LA · 70503

Phone

(337) 326-4315

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

2025-09-23

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

IANNIELLO ANDERSON, P.C.

IANNIELLO ANDERSON, P.C. 401(K) PROFIT SHARING PLAN

$2.0M · 32 participants

CONNOR & HILLIARD, P.C.

CONNOR & HILLIARD, P.C. 401(K) PROFIT SHARING PLAN

$2.0M · 10 participants

BEIER HOWLETT, P.C.

BEIER HOWLETT 401(K) PROFIT SHARING PLAN

$2.0M · 13 participants

HINTZE LAW, PLLC

HINTZE LAW 401(K) PLAN

$2.0M · 25 participants

NORVELL IP LLC

NORVELL IP, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 19 participants