Original filing (PDF)20260213122632NAL0001463779001

BRANDEL-STEPHENS & CO., INC.

Name: BRANDEL-STEPHENS & CO., INC. — BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRANDEL-STEPHENS & CO., INC.

Form 5500-SF

FILING_RECEIVED

BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDEL-STEPHENS & CO., INC..

Plan sponsor

Name

BRANDEL-STEPHENS & CO., INC.

EIN

59-1116242

Address

4720 NW BOCA RATON BLVD. STE. D-102 · BOCA RATON, FL · 33431

Phone

(561) 998-2790

Industry

Wholesale Tradesee 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

2026-02-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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