· 2022–2024 · DOL EFAST2

R.A. Brandon & Co., Inc. — R.A. Brandon & Co., Inc., Form 5500 (2025)

Original filing (PDF)20260602103156NAL0000741171001

R.A. Brandon & Co., Inc.

Form 5500-SF

FILING_RECEIVED

R.A. Brandon & Co., Inc. Retirement Plan

401(k) retirement plan · R.A. Brandon & Co., Inc.'s R.A. Brandon & Co., Inc. Retirement Plan held $301K in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

6

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 R.A. BRANDON & CO., INC..

Plan sponsor

Name

R.A. BRANDON & CO., INC.

EIN

59-1899398all filings

Address

217 ARAGON AVE · CORAL GABLES, FL · 33134

Phone

(305) 442-2340

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-02

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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