How big is Bragaw & Co.'s plan?

Bragaw & Co.'s plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250903085248NAL0031328242001

Bragaw & Co.

Name: Bragaw & Co. — Bragaw & Co. 401(k) Plan, Form 5500 (2024)
Creator: Bragaw & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bragaw & Co. 401(k) Plan

401(k) retirement plan · Bragaw & Co.'s Bragaw & Co. 401(k) Plan held $4.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Bragaw & Co.'s EIN is 56-0772486.

EIN 56-0772486

Plan number 001

Plan year 2024

ACK ID 20250903085248NAL0031328242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bragaw & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 average account balance (93rd percentile).

Plan sponsor

Name

BRAGAW & CO.

EIN

all filings

Address

PO BOX 1887 · WASHINGTON, NC · 27889

Phone

(252) 946-7151

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-03

Pension benefit codes

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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