How big is Braden Fellman Group, Ltd.'s plan?

Braden Fellman Group, Ltd.'s plan reported $3.4M in assets and 68 participants for 2024.

Original filing (PDF)20250910143356NAL0044605746001

Braden Fellman Group, Ltd.

Name: Braden Fellman Group, Ltd. — Braden Fellman Group, Form 5500 (2024)
Creator: Braden Fellman Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Braden Fellman Group, Ltd. Profit Sharing 401(k) Plan

401(k) retirement plan · Braden Fellman Group, Ltd.'s Braden Fellman Group, Ltd. Profit Sharing 401(k) Plan held $3.4M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Braden Fellman Group, Ltd.'s EIN is 58-1494043.

EIN 58-1494043

Plan number 001

Plan year 2024

ACK ID 20250910143356NAL0044605746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Braden Fellman Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Braden Fellman Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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