Original filing (PDF)20250717145135NAL0000708928001

FICK, BRAVO & ASSOCIATES

Name: FICK, BRAVO & ASSOCIATES — FICK, BRAVO & ASSOCIATES 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FICK, BRAVO & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

FICK, BRAVO & ASSOCIATES 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

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 FICK, BRAVO & ASSOCIATES.

Plan sponsor

Name

FICK, BRAVO & ASSOCIATES

EIN

81-4807016

Address

8318 UNIVERSITY AVENUE · SUITE B · LA MESA, CA · 91942

Phone

(619) 462-6800

Industry

All Other Professional Services· 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

LYNAR CORPORATION

LYNAR CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$950K · 19 participants

CLOUDWORDS, INC.

CLOUDWORDS 401(K) PLAN

$950K · 9 participants

RUSH AND COMPANY OF SC, LLC

RUSH AND COMPANY 401(K) PROFIT SHARING PLAN

$949K · 4 participants

SAFETY TESTING & SERVICES, LLC

SAFETY TESTING & SERVICES, LLC 401(K) PROFIT SHARING PLAN

$949K · 2 participants

ALLISON S. BERGDOLL DDS, MS, PC

ALLISON S. BERGDOLL DDS, MS, PC RETIREMENT TRUST