Original filing (PDF)20250731162115NAL0007402816001

TACHE, BRONIS & DESCALZO, P.A.

Name: TACHE, BRONIS & DESCALZO, P.A. — TACHE, BRONIS & DESCALZO, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: TACHE, BRONIS & DESCALZO, P.A.

Form 5500-SF

FILING_RECEIVED

TACHE, BRONIS & DESCALZO, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACHE, BRONIS & DESCALZO, P.A..

Plan sponsor

Name

TACHE, BRONIS & DESCALZO, P.A.

EIN

81-3925358

Address

150 SE 2ND AVE STE 600 · MIAMI, FL · 33131

Phone

(305) 537-9565

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

2025-07-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

WILEY, MALEHORN & SIROTA

$2.0M · 8 participants

SINCLAIR BRAUN KARGHER LLP

SINCLAIR BRAUN LLP 401(K) PLAN

$2.0M · 15 participants

MARK S. TEMPLE, A PROFESSIONAL LAW CORPORATION

MARK S. TEMPLE, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

$2.0M · 2 participants

GORE, KILPATRICK AND DAMBRINO, PLLC

GORE, KILPATRICK & DAMBRINO 401(K) RET PLAN

$2.0M · 7 participants

THE LAW OFFICE OF LAWRENCE J. ZIMMERMAN, P.C.

LAWRENCE J. ZIMMERMAN, P.C. 401(K) PLAN