Original filing (PDF)20250606110916NAL0012314945001

BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP

Name: BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP — BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP

Form 5500-SF

FILING_RECEIVED

BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP.

Plan sponsor

Name

BRODKEY CUDDIGAN PEEBLES BELMONT & LINE LLP

EIN

47-0772450

Address

10855 WEST DODGE ROAD STE 100 · OMAHA, NE · 681542666

Phone

(402) 397-2000

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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BOGDAN & LASKY, L.L.C.

BOGDAN & LASKY L.L.C. RETIREMENT PLAN

$2.8M · 3 participants

EREZ LAW, PLLC

EREZ LAW, PLLC 401K PROFIT SHARING PLAN AND TRUST

$2.8M · 6 participants

HANNUM FERETIC PRENDERGAST & MERLINO , LLC

HANNUM FERETIC PRENDERGAST & MERLINO , LLC CASH BALANCE PLAN

$2.8M · 33 participants

FEDERAL DEFENDER SERVICES OF IDAHO, INC.

FEDERAL DEFENDER SERVICES OF IDAHO, INC. 403(B) PLAN

$2.8M · 43 participants

ZEBERSKY & PAYNE LLP

ZEBERSKY & PAYNE LLP 401(K) PROFIT SHARING PLAN & TRUST