How big is BRAD Lippitz Group LLC's plan?

BRAD Lippitz Group LLC's plan reported $308K in assets and 2 participants for 2024.

Original filing (PDF)20250908092452NAL0041237874001

BRAD Lippitz Group LLC

Name: BRAD Lippitz Group LLC — BRAD Lippitz Group LLC, Form 5500 (2024)
Creator: BRAD Lippitz Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRAD Lippitz Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · BRAD Lippitz Group LLC's BRAD Lippitz Group LLC 401(k) Profit Sharing Plan held $308K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

Plan identifiers

BRAD Lippitz Group LLC's EIN is 84-3983378.

EIN 84-3983378

Plan number 001

Plan year 2024

ACK ID 20250908092452NAL0041237874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BRAD Lippitz Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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