Original filing (PDF)20251007143646NAL0002547843001

BRAMEL & ACKLEY, PSC

Name: BRAMEL & ACKLEY, PSC — BRAMEL & ACKLEY, PSC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRAMEL & ACKLEY, PSC

Form 5500-SF

FILING_RECEIVED

BRAMEL & ACKLEY, PSC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 BRAMEL & ACKLEY, PSC.

Plan sponsor

Name

BRAMEL & ACKLEY, PSC

EIN

61-1166184

Address

909 WRIGHTS SUMMIT PRWY · SUITE 320 · FT WRIGHT, KY · 410112663

Phone

(859) 341-6700

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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