How big is Brunick, McElhaney & Kennedy PLC's plan?

Brunick, McElhaney & Kennedy PLC's plan reported $4.4M in assets and 9 participants for 2024.

Original filing (PDF)20251015171941NAL0005241169001

Brunick, McElhaney & Kennedy PLC

Name: Brunick, McElhaney & Kennedy PLC — Brunick, McElhane, Form 5500 (2024)
Creator: Brunick, McElhaney & Kennedy PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brunick, McElhaney & Kennedy PLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Brunick, McElhaney & Kennedy PLC's Brunick, McElhaney & Kennedy PLC 401(k) Profit Sharing Plan and Trust held $4.4M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Brunick, McElhaney & Kennedy PLC's EIN is 95-3282495.

EIN 95-3282495

Plan number 002

Plan year 2024

ACK ID 20251015171941NAL0005241169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brunick, McElhaney & Kennedy PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brunick, McElhaney & Kennedy PLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUNICK, MCELHANEY & KENNEDY PLC.

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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