Original filing (PDF)20250612080414NAL0012754899001

CUTTER & COMPANY BROKERAGE, INC

Name: CUTTER & COMPANY BROKERAGE, INC — CUTTER & COMPANY, INC 401(K) PLAN, Form 5500 (2024)
Creator: CUTTER & COMPANY BROKERAGE, INC

Form 5500-SF

FILING_RECEIVED

CUTTER & COMPANY, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUTTER & COMPANY BROKERAGE, INC.

Plan sponsor

Name

CUTTER & COMPANY BROKERAGE, INC

EIN

43-1477566

Address

15415 CLAYTON ROAD · BALLWIN, MO · 63011

Phone

(636) 537-8770

Industry

Finance & Insurancesee 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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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