Back to filter
Original filing (PDF)20251014133838NAL0006211922001
BRACH EICHLER L.L.C.
Form 5500
FILING_RECEIVED
BRACH EICHLER L.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
130
Accounts w/ balance
174
Plan assets (EOY)
$43.5M
Net assets (EOY)
$43.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED INCOME PORTFOLIO CLASS 1 (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRACH EICHLER L.L.C..
Plan sponsor
Name
BRACH EICHLER L.L.C.
EIN
26-4590220
Address
101 EISENHOWER PARKWAY · ROSELAND, NJ · 07068
Phone
(973) 228-5700
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
2025-10-14
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEISEL, TUTEUR & LEWIS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS CO INC | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Investments
1 pooled fund· $294K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED INCOME PORTFOLIO CLASS 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $294K | 0.7% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Law Offices plans
NEWMEYER & DILLION, LLP
NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN
$43.5M · 97 participants
BRENNAN, MANNA & DIAMOND, LLC
BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN
$43.4M · 158 participants
EVANS & DIXON, LLC
EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN
$43.6M · 245 participants
GUST ROSENFELD P.L.C.
GUST ROSENFELD P. L. C. RETIREMENT PLAN
$43.4M · 96 participants
K&L GATES LLP
K&L GATES PARTNER CASH BALANCE PENSION PLAN ALPHA
$43.6M · 348 participants
K&L GATES LLP
K&L GATES PARTNER CASH BALANCE PENSION PLAN BETA
$43.6M · 348 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants