How big is Brandon Associates, Ltd.'s plan?

Brandon Associates, Ltd.'s plan reported $17.9M in assets and 35 participants for 2025.

Original filing (PDF)20260505203955NAL0002067122001

Brandon Associates, Ltd.

Name: Brandon Associates, Ltd. — Brandon Associates, Ltd., Form 5500 (2025)
Creator: Brandon Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandon Associates, Ltd. 401(k) Plan

401(k) retirement plan · Brandon Associates, Ltd.'s Brandon Associates, Ltd. 401(k) Plan held $17.9M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Andrew Germann signed Brandon Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Andrew Germann — 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

Brandon Associates, Ltd.'s EIN is 52-1219283.

EIN 52-1219283

Plan number 001

Plan year 2025

ACK ID 20260505203955NAL0002067122001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brandon Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brandon Associates, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRANDON ASSOCIATES, LTD..

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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