Original filing (PDF)20251010075728NAL0004411123001

CHARLSON, BREDEHOFT, COHEN & BROWN, P.C.

Name: CHARLSON, BREDEHOFT, COHEN & BROWN, P.C. — CHARLSON, BREDEHOFT, COHEN & BROWN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CHARLSON, BREDEHOFT, COHEN & BROWN, P.C.

Form 5500-SF

FILING_RECEIVED

CHARLSON, BREDEHOFT, COHEN & BROWN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 CHARLSON, BREDEHOFT, COHEN & BROWN, P.C..

Plan sponsor

Name

CHARLSON, BREDEHOFT, COHEN & BROWN, P.C.

EIN

54-1581314

Address

11260 ROGER BACON DRIVE · SUITE 201 · RESTON, VA · 20190

Phone

(703) 318-6800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HODGKINSON STREET MEPHAM, LLC

HODGKINSON STREET MEPHAM, LLC 401(K) RETIREMENT PLAN

$7.9M · 16 participants

FLUEGEL, ANDERSON, MCLAUGHLIN & BRUTLAG, CHARTERED P.A.

FLUEGEL, ANDERSON, MCLAUGHLIN & BRUTLAG, CHARTERED P.A. 401(K) SALARY SAVINGS PLAN

$7.9M · 16 participants

SEELEY, SAVIDGE, EBERT & GOURASH CO., LPA

SEELEY, SAVIDGE, EBERT & GOURASH CO. LPA 401K PROFIT SHARING PLAN AND TRUST

$7.9M · 32 participants

INFOLAWGROUP LLP

INFOLAWGROUP LLP 401(K) PROFIT SHARING PLAN

$7.9M · 18 participants