· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BREE & ASSOCIATES, INC. — BREE & ASSOCIATES, INC. 401(K) PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523214433NAL0002870275001
BREE & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
BREE & ASSOCIATES, INC. 401(K) PSP
401(k) retirement plan
Active participants
19
Accounts w/ balance
18
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BREE & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
BREE & ASSOCIATES, INC.
EIN
74-2961821
Address
3434 EDWARDS MILL ROAD #112-344 · RALEIGH, NC · 27612
Phone
(919) 469-3330
Industry
Engineering Services
· Professional & Technical Services
see 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
2025-05-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
VAREBERG ENGINEERING, LTD.
VAREBERG ENGINEERING 401(K) PLAN
$1.2M · 8 participants
SPACENAV, LLC
SPACENAV, LLC 401(K) P/S PLAN
$1.2M · 18 participants
TOWARD ZERO CO.
ON TIME EDGE 401(K) RETIREMENT PLAN
$1.2M · 26 participants
ASSOCIATED TECHNOLOGY, INC.
ASSOCIATED TECHNOLOGY 401(K) PLAN
$1.2M · 9 participants
BW CONSTRUCTION, LLC
BW CONSTRUCTION SAFE HARBOR 401(K) PLAN
$1.2M · 19 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2L · 403(b)(1) annuity
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STRASS-MAGUIRE & ASSOCIATES, INC.
STRASS-MAGUIRE & ASSOCIATES EMPLOYEE 401(K) PLAN
$1.2M · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
