How big is Brandeismd's plan?

Brandeismd's plan reported $394K in assets and 5 participants for 2024.

Original filing (PDF)20250529110514NAL0020420018001

Brandeismd

Name: Brandeismd — Brandeismd 401(k) Plan & Trust, Form 5500 (2024)
Creator: Brandeismd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandeismd 401(k) Plan & Trust

401(k) retirement plan · Brandeismd's Brandeismd 401(k) Plan & Trust held $394K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Judson Brandeis signed Brandeismd's 2024 Form 5500 as plan administrator.

Judson Brandeis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brandeismd's EIN is 83-3128082.

EIN 83-3128082

Plan number 001

Plan year 2024

ACK ID 20250529110514NAL0020420018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brandeismd from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brandeismd's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BRANDEISMD

EIN

all filings

Address

348 PARAISO DRIVE · DANVILLE, CA · 94526

Phone

(925) 255-7867

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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