Original filing (PDF)20260107154351NAL0009156320001

BROCK & COMPANY, CPAS, P.C.

Name: BROCK & COMPANY, CPAS, P.C. — BROCK & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BROCK & COMPANY, CPAS, P.C.

Form 5500-SF

FILING_RECEIVED

BROCK & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

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 BROCK & COMPANY, CPAS, P.C..

Plan sponsor

Name

BROCK & COMPANY, CPAS, P.C.

EIN

84-0930288

Address

4940 PEARL EAST CIRCLE, SUITE 300 · BOULDER, CO · 80301

Phone

(303) 444-2971

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-07

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

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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