Original filing (PDF)20240819094252NAL0000747507001

BREEDLOVE, DENNIS & ASSOCIATES, INC

Name: BREEDLOVE, DENNIS & ASSOCIATES, INC — BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: BREEDLOVE, DENNIS & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

BREEDLOVE, DENNIS & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BREEDLOVE, DENNIS & ASSOCIATES, INC.

Plan sponsor

Name

BREEDLOVE, DENNIS & ASSOCIATES, INC

EIN

59-1694414

Address

330 WEST CANTON AVENUE · WINTER PARK, FL · 32789

Phone

(407) 677-1882

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-08-19

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

Related plans

Similar-size Professional & Technical Services plans

AHC, INC.

AHC, INC. RETIREMENT PLAN

$10.2M · 86 participants

TRUSSELL TECHNOLOGIES, INC.

TRUSSELL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

$10.2M · 58 participants

STRATEGIC BENEFITS ADVISORS, INC.

SBAI 401(K) PLAN

$10.2M · 26 participants

CORDEVALLE L.P.

CORDEVALLE 401(K) PLAN

$10.2M · 166 participants

NEXIGHT GROUP, LLC

NEXIGHT GROUP, LLC 401(K) PLAN

$10.2M · 75 participants