Brainard Management INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brainard Management INC
  • Sponsor EIN: 341495823
  • Sponsor Address: 29001 CEDAR RD STE 431, LYNDHURST, OH, 441246501
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$2.1M$68,920$175,736
202336$1.7M$69,325$165,392
202235$1.3M$59,063$129,589

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