How big is BRAD FATH, LLC's plan?

BRAD FATH, LLC's plan reported $3.5M in assets and 17 participants for 2024.

Original filing (PDF)20250923155138NAL0002648163001

BRAD FATH, LLC

Name: BRAD FATH, LLC — Lerner Csernai & FATH Financial, Form 5500 (2024)
Creator: BRAD FATH, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lerner Csernai & FATH Financial Group 401(k) Plan

401(k) retirement plan · BRAD FATH, LLC's Lerner Csernai & FATH Financial Group 401(k) Plan held $3.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Bradley FATH signed BRAD FATH, LLC's 2024 Form 5500 as plan administrator.

Bradley FATH — 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

BRAD FATH, LLC's EIN is 38-3441349.

EIN 38-3441349

Plan number 001

Plan year 2024

ACK ID 20250923155138NAL0002648163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BRAD FATH, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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