How big is Herndon, Coleman, Brading & McKee's plan?

Herndon, Coleman, Brading & McKee's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250820112521NAL0003219633001

Herndon, Coleman, Brading & McKee

Name: Herndon, Coleman, Brading & McKee — Herndon, Coleman, Form 5500 (2024)
Creator: Herndon, Coleman, Brading & McKee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herndon, Coleman, Brading, and McKee Profit Sharing Plan

401(k) retirement plan · Herndon, Coleman, Brading & McKee's Herndon, Coleman, Brading, and McKee Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

J. Matthew Bolton signed Herndon, Coleman, Brading & McKee's 2024 Form 5500 as plan administrator.

J. Matthew Bolton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Herndon, Coleman, Brading & McKee's EIN is 62-0509665.

EIN 62-0509665

Plan number 001

Plan year 2024

ACK ID 20250820112521NAL0003219633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herndon, Coleman, Brading & McKee from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herndon, Coleman, Brading & McKee's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERNDON, COLEMAN, BRADING & MCKEE.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HERNDON, COLEMAN, BRADING & MCKEE

EIN

all filings

Address

605 E. UNAKA AVE. · P.O. BOX 1160 · JOHNSON CITY, TN · 37601

Phone

(423) 434-4700

Industry

Law Offices· Professional & Technical Services

Plan administrator