Original filing (PDF)20250219082924NAL0006640496001

BOHRER BRADY, LLC

Name: BOHRER BRADY, LLC — BOHRER BRADY, LLC PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BOHRER BRADY, LLC

Form 5500-SF

FILING_RECEIVED

BOHRER BRADY, LLC PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 BOHRER BRADY, LLC.

Plan sponsor

Name

BOHRER BRADY, LLC

EIN

72-1486106

Address

8712 JEFFERSON HIGHWAY, SUITE B · BATON ROUGE, LA · 708092001

Phone

(225) 925-5297

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

2025-02-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

DREW, COOPER & ANDING, P.C.

DREW, COOPER & ANDING, P.C. 401(K) PROFIT SHARING PLAN

$3.6M · 14 participants

ANDREW D. JOHNSON, P.C.

ANDREW D. JOHNSON, PC 401(K) PROFIT SHARING PLAN & TRUST

$3.6M · 6 participants

GENTLE, TURNER, SEXTON & HARBISON, LLC

GENTLE TURNER SEXTON & HARBISON,LLC 401K PROFIT SHARING PLAN

$3.6M · 23 participants

RICHARDSON, WYLY, WISE, SAUCK & HIEB, LLP

RICHARDSON, WYLY, WISE, SAUCK & HIEB, LLP 401(K) PLAN

$3.6M · 14 participants

BONAPARTE & BONAPARTE, LLP