How big is Broad Management Group, LLC's plan?

Broad Management Group, LLC's plan reported $1.2M in assets and 223 participants for 2024.

Original filing (PDF)20251003075508NAL0001935136001

Broad Management Group, LLC

Name: Broad Management Group, LLC — Broad Management, Form 5500 (2024)
Creator: Broad Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broad Management Group, LLC 401(k) Plan

401(k) retirement plan · Broad Management Group, LLC's Broad Management Group, LLC 401(k) Plan held $1.2M in plan assets for 223 participants in 2024.

Signals · 1

No auditor on file

Active participants

223

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Tiffany Rysdeck signed Broad Management Group, LLC's 2024 Form 5500 as plan administrator.

Tiffany Rysdeck — 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

Broad Management Group, LLC's EIN is 27-3784813.

EIN 27-3784813

Plan number 003

Plan year 2024

ACK ID 20251003075508NAL0001935136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Broad Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Broad Management Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROAD MANAGEMENT GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score