Original filing (PDF)20250523062910NAL0002900483001

BRODIE & FRIEDMAN, PA

Name: BRODIE & FRIEDMAN, PA — BRODIE & FRIEDMAN, PA 401(K) PLAN, Form 5500 (2024)
Creator: BRODIE & FRIEDMAN, PA

Form 5500-SF

FILING_RECEIVED

BRODIE & FRIEDMAN, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRODIE & FRIEDMAN, PA.

Plan sponsor

Name

BRODIE & FRIEDMAN, PA

EIN

86-1161660

Address

1675 NORTH MILITARY TRAIL · SUITE 730 · BOCA RATON, FL · 33486

Phone

(561) 392-5100

Industry

Law 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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

Related plans

Similar-size Law Offices plans

BENNETT & BELFORT, P.C.

BENNETT & BELFORT, P. C. 401(K) PLAN

$2.4M · 13 participants

J. MICHAEL MURPHY, ATTORNEY AT LAW

J. MICHAEL MURPHY, ATTORNEY RETIREMENT PLAN

$2.4M · 7 participants

KATTEN AND TEMPLE LLP

KATTEN & TEMPLE LLP 401K PLAN

$2.4M · 8 participants

DEANS STEPP LAW, LLP

DEANS STEPP LAW, LLP 401K PLAN

$2.4M · 8 participants

BOULAND & BRUSH, LLC

BOULAND & BRUSH, LLC 401K PROFIT SHARING PLAN AND TRUST

$2.4M · 11 participants