Filings through .
Brady Martz & Associates
Matched across 19 name variants in the filings
Brady Martz & Associates summary
Brady Martz & Associates appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $869M in assets for 13,430 participants. The median client plan holds $20.8M. Most client plans are sponsored in ND, MI and MN. The largest clients by plan assets are Butler Machinery Company, Construction Employees Group and Minnkota Power Cooperative, Inc.. Plans reported $213K in direct and indirect compensation paid to Brady Martz & Associates. The median is $12K per plan.
- Participants
- 13,430
- Median plan assets
- $20.8M
- Median plan participants
- 395
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Butler Machinery Company | ND | $261M | 1,284 |
| Construction Employees Group | ND | $124M | 2,328 |
| Minnkota Power Cooperative, Inc., plan 002 | ND | $101M | 410 |
| Parkland (U.S.) People Corp. | TX | $80.5M | 2,443 |
| Firekeepers Development Authority | MI | $69.7M | 2,344 |
| Bank Forward | ND | $57.1M | 290 |
| Valley Senior Living | ND | $40.5M | 661 |
| Langlas & Associates, Inc. | MT | $21.7M | 210 |
| Leech Lake Band of Ojibwe | MN | $19.9M | 1,483 |
| Eide Ford Lincoln Mercury, Inc. | ND | $18.3M | 680 |
| Opp Construction, LLC | ND | $16.2M | 268 |
| Agraria Insurance Company | ND | $15.7M | 159 |
| Westlie Motor Company | ND | $14.0M | 212 |
| Farmers Educational & Coop Union of America North Dakota Division | ND | $13.9M | 141 |
| Farmers Union Holding Company | ND | $10.6M | 137 |
| Minnkota Power Cooperative, Inc., plan 001 | ND | $4.9M | 380 |
- NDParticipants 1,284
- NDParticipants 2,328
- NDParticipants 410
- TXParticipants 2,443
- MIParticipants 2,344
- Bank Forward$57.1MNDParticipants 290
- Valley Senior Living$40.5MNDParticipants 661
- MTParticipants 210
- MNParticipants 1,483
- NDParticipants 680
- Opp Construction, LLC$16.2MNDParticipants 268
- NDParticipants 159
- Westlie Motor Company$14.0MNDParticipants 212
- NDParticipants 141
- NDParticipants 137
- NDParticipants 380
Top client states
- ND12 plans
- MI1 plan
- MN1 plan
- MT1 plan
- TX1 plan
Frequently asked questions
- Who uses Brady Martz & Associates?
- 16 retirement plans list Brady Martz & Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Butler Machinery Company, Construction Employees Group, Minnkota Power Cooperative, Inc., Parkland (U.S.) People Corp. and Firekeepers Development Authority. Most client plans are sponsored in ND, MI and MN.
- How many plans does Brady Martz & Associates serve?
- Brady Martz & Associates serves 16 retirement plans with $869M in plan assets and 13,430 participants, based on the latest Form 5500 filings through 2024.
- What does Brady Martz & Associates charge?
- Plans reported $213K in total Schedule C compensation paid to Brady Martz & Associates. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16-2 YoYRank #1043 of mapped providers
Assets under administration$869M0.0%Rank #5424 by share of filed assets
Fees received$212,825Median $11,955/planSum across Schedule C direct + indirect
Net wins YoY-41 won - 5 lostPlan-level switch detection
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