How big is Stephan & Brady Inc.'s plan?

Stephan & Brady Inc.'s plan reported $5.7M in assets and 16 participants for 2024.

Original filing (PDF)20251205122023NAL0005715936001

Stephan & Brady Inc.

Name: Stephan & Brady Inc. — Stephan & Brady Inc. EMPL, Form 5500 (2024)
Creator: Stephan & Brady Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephan & Brady Inc. EMPL Profit Sharing Plan

401(k) retirement plan · Stephan & Brady Inc.'s Stephan & Brady Inc. EMPL Profit Sharing Plan held $5.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Paul Clark signed Stephan & Brady Inc.'s 2024 Form 5500 as plan administrator.

Paul Clark — 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

Stephan & Brady Inc.'s EIN is 39-0928759.

EIN 39-0928759

Plan number 001

Plan year 2024

ACK ID 20251205122023NAL0005715936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephan & Brady Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephan & Brady Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STEPHAN & BRADY INC

EIN

all filings

Address

1850 HOFFMAN STREET · MADISON, WI · 537042594

Phone

(608) 241-4141

Industry

Professional & Technical Services

Plan administrator