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Original filing (PDF)20250915122431NAL0001756848001
BRENNAN, MANNA & DIAMOND, LLC
Form 5500
FILING_RECEIVED
BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
285
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRENNAN, MANNA & DIAMOND, LLC.
Plan sponsor
Name
BRENNAN, MANNA & DIAMOND, LLC
EIN
34-1924544
Address
75 E MARKET ST · AKRON, OH · 443082010
Phone
(330) 253-5934
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS, LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
5 pooled funds· $3.7M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$3.7M
4 holdings
Common Collective Trust
$0
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $2.1M | 4.9% |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | $1.6M | 3.7% |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | <0.1% |
| WESTERN ASSET CORE PLUS BOND R1 BENEFITS PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 99-0042880 / PN 001 | Common Collective Trust | $0 | <0.1% |