Original filing (PDF)20250505090838NAL0005097939001

BRINEY FORET CORRY, LLP

Name: BRINEY FORET CORRY, LLP — BRINEY FORET CORRY, LLP 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BRINEY FORET CORRY, LLP

Form 5500-SF

FILING_RECEIVED

BRINEY FORET CORRY, LLP 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 BRINEY FORET CORRY, LLP.

Plan sponsor

Name

BRINEY FORET CORRY, LLP

EIN

72-0908018

Address

413 TRAVIS STREET, STE 200 · LAFAYETTE, LA · 70503

Phone

(337) 456-9824

Industry

Law 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

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FOREMAN, WATSON, HOLTREY, LLP

FOREMAN, WATSON, HOLTREY, LLP 401(K) PLAN

$4.1M · 84 participants

KRAFTSON CAUDLE

KRAFTSON CAUDLE 401(K) PLAN

$4.1M · 10 participants

D'AMICO LAW OFFICES LLC

D'AMICO LAW OFFICES LLC 401(K) PROFIT SHARING PLAN

$4.1M · 4 participants

GRAHAM HOLLIS, APC

GRAHAM HOLLIS, APC 401(K) PLAN

$4.1M · 21 participants

WILSON GETTY LLP

WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST

$4.1M · 35 participants