How big is Brandon W. LACY, P.A.'s plan?

Brandon W. LACY, P.A.'s plan reported $2.0M in assets and 5 participants for 2025.

Original filing (PDF)20260226163728NAL0007580211001

Brandon W. LACY, P.A.

Name: Brandon W. LACY, P.A. — Brandon W LACY PA Profit, Form 5500 (2025)
Creator: Brandon W. LACY, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandon W LACY PA Profit Sharing Plan

401(k) retirement plan · Brandon W. LACY, P.A.'s Brandon W LACY PA Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Brandon LACY signed Brandon W. LACY, P.A.'s 2025 Form 5500 as plan administrator.

Brandon LACY — 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

Brandon W. LACY, P.A.'s EIN is 30-0466043.

EIN 30-0466043

Plan number 001

Plan year 2025

ACK ID 20260226163728NAL0007580211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brandon W. LACY, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brandon W. LACY, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score