Original filing (PDF)20250619063307NAL0007541666001

ROBERT A. BRANDON, INC DBA BRANDON BROKERAGE

Name: ROBERT A. BRANDON, INC DBA BRANDON BROKERAGE — BRANDON BROKERAGE RETIREMENT PLAN, Form 5500 (2024)
Creator: ROBERT A. BRANDON, INC DBA BRANDON BROKERAGE

Form 5500-SF

FILING_RECEIVED

BRANDON BROKERAGE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT A. BRANDON, INC DBA BRANDON BROKERAGE.

Plan sponsor

Name

ROBERT A. BRANDON, INC DBA BRANDON BROKERAGE

EIN

59-1489558all filings

Address

300 SEVILLA AVENUE, SUITE 311 · CORAL GABLES, FL · 33134

Phone

(305) 444-7401

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator