How big is Tom Bradshaw & Associates, Ltd.'s plan?

Tom Bradshaw & Associates, Ltd.'s plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20251014143609NAL0001555411005

Tom Bradshaw & Associates, Ltd.

Name: Tom Bradshaw & Associates, Ltd. — Tom Bradshaw &, Form 5500 (2024)
Creator: Tom Bradshaw & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tom Bradshaw & Associates, Ltd. Defined Benefit Pension Plan

Defined-benefit pension plan · Tom Bradshaw & Associates, Ltd.'s Tom Bradshaw & Associates, Ltd. Defined Benefit Pension Plan held $2.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Lauren Castanedo signed Tom Bradshaw & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Lauren Castanedo — 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

Tom Bradshaw & Associates, Ltd.'s EIN is 72-0950570.

EIN 72-0950570

Plan number 002

Plan year 2024

ACK ID 20251014143609NAL0001555411005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tom Bradshaw & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tom Bradshaw & Associates, Ltd.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOM BRADSHAW & ASSOCIATES, LTD.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score