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BRATTON, MCMORROW & ASSOCIATES, LLP — BRATTON, MCMORROW & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250204122814NAL0004422547001
BRATTON, MCMORROW & ASSOCIATES, LLP
Form 5500-SF
FILING_RECEIVED
BRATTON, MCMORROW & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
BRATTON, MCMORROW & ASSOCIATES, LLP
.
Find decision makers
Plan sponsor
Name
BRATTON, MCMORROW & ASSOCIATES, LLP
EIN
77-0223250
Address
1841 KNOLL DRIVE · VENTURA, CA · 93003
Phone
(805) 654-1040
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
BRATTON, MCMORROW & ASSOCIATES, LLP
EIN
77-0223250
City
VENTURA, CA
Phone
(805) 654-1040
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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