How big is Bradley Payne Advisors' plan?

Bradley Payne Advisors' plan reported $13K in assets and 7 participants for 2024.

Original filing (PDF)20251126140451NAL0002519395001

Bradley Payne Advisors

Name: Bradley Payne Advisors — Bradley Payne Advisors SOCA, Form 5500 (2024)
Creator: Bradley Payne Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bradley Payne Advisors SOCA Benefit Plan

Health & welfare plan · Bradley Payne Advisors' Bradley Payne Advisors SOCA Benefit Plan held $13K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$13K

Net assets (EOY)

$4K

People on this filing

Matt Appenzeller signed Bradley Payne Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Bradley Payne Advisors' EIN is 26-4226778.

EIN 26-4226778

Plan number 501

Plan year 2024

ACK ID 20251126140451NAL0002519395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bradley Payne Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bradley Payne Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRADLEY PAYNE ADVISORS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score