· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRADY & KOSOFSKY, P.A. — BRADY & KOSOFSKY, P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250116193223NAL0023861889001
BRADY & KOSOFSKY, P.A.
Form 5500-SF
FILING_RECEIVED
BRADY & KOSOFSKY, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
77
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRADY & KOSOFSKY, P.A.
.
Find decision makers
Plan sponsor
Name
BRADY & KOSOFSKY, P.A.
EIN
56-2064246
Address
13925 BALLANTYNE CORPORATE PLACE, · SUITE 400 · CHARLOTTE, NC · 282772600
Phone
(704) 849-8008
Industry
Law Offices
· Professional & Technical Services
see 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
2025-01-16
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
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
LANGSAM STEVENS SILVER & HOLLAENDER LLP
LANGSAM STEVENS SILVER & HOLLAENDER LLP 401(K) PLAN
$6.1M · 27 participants
STEPHENSON RIFE, LLP
STEPHENSON RIFE, LLP 401(K) PLAN
$6.1M · 32 participants
MOSBERG SHARMA STAMBLECK GROSS LLP
MOSBERG SHARMA STAMBLECK GROSS LLP 401(K) PLAN
$6.1M · 11 participants
RUDY EXELROD ZIEFF & LOWE, LLP
RUDY EXELROD ZIEFF & LOWE, LLP PROFIT SHARING 401(K) PLAN
$6.1M · 10 participants
LEMERY GREISLER LLC
LEMERY GREISLER LLC 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.1M · 35 participants
RECHT & KORNFELD, P.C.
RECHT & KORNFELD, P.C. QUALIFIED RETIREMENT PLAN
$6.1M · 24 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
