Original filing (PDF)20251014102230NAL0002511329001

AXLEY BRYNELSON, LLP

Name: AXLEY BRYNELSON, LLP — AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AXLEY BRYNELSON, LLP

Form 5500

FILING_RECEIVED

AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

114

Accounts w/ balance

151

Plan assets (EOY)

$92.0M

Net assets (EOY)

$92.0M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXLEY BRYNELSON, LLP.

Plan sponsor

Name

AXLEY BRYNELSON, LLP

EIN

39-0804160

Address

2 EAST MIFFLIN STREET, SUITE 200 · MADISON, WI · 53703

Phone

(608) 257-5661

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES, LLC	46-5378846	—	NONE	$52K	—
ALPHA INVESTMENT CONSULTING GROUP	39-1859759	—	NONE	$21K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$10K	—

Investments

13 direct securities· $91.4M(99% of reported assets)

Uncategorized

$91.4M

12 holdings

Participant loans

$11K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Fund	—	—	—	$27.9M	30.3%
Baird Intermediate Bond Fund	—	—	—	$13.4M	14.6%
Vanguard Mid-Cap Index Fund	—	—	—

Related plans

Other plans using ONEAMERICA RETIREMENT SERVICES, LLC

GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.

GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN

$2.9B · 9,660 participants

PILLSBURY WINTHROP SHAW PITTMAN LLP

PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 1

$1.2B · 1,164 participants

PAUL HASTINGS LLP

PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN

$1.1B · 2,507 participants

LESTER E. COX MEDICAL CENTERS

COX SAVINGS INCENTIVE PLAN

$963.7M · 13,775 participants

US RADIOLOGY SPECIALISTS, INC.