Original filing (PDF)20250617161200NAL0004629314002

WJ BRASCH CONSULTING LLC

Name: WJ BRASCH CONSULTING LLC — WJ BRASCH CONSULTING, LLC INDIVIDUAL 401(K) PLAN, Form 5500 (2024)
Creator: WJ BRASCH CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

WJ BRASCH CONSULTING, LLC INDIVIDUAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WJ BRASCH CONSULTING LLC.

Plan sponsor

Name

WJ BRASCH CONSULTING LLC

EIN

83-0707288all filings

Address

68 WINDING WAY · LITTLE SILVER, NJ · 07739

Phone

(732) 261-7712

Industry

CPA 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

2025-06-17

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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