Retirement plan

WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN

Name: WILLIAM P BRANDT LLC - WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: WILLIAM P BRANDT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN, WILLIAM P BRANDT LLC

WILLIAM P BRANDT LLCEIN 20-8451169Plan #001PY 2025

540 E CHESTNUT EXPY STE 111 - SPRINGFIELD, MO 658061009417-873-9628

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$491K

+35.9% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

19.57%

-7.73 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$491K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$245K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$156,398-100.0%

$147,318-100.0%

$138,895-100.0%

Participation rate

0.0%

83.8%-83.8pp

82.1%-82.1pp

79.9%-79.9pp

Annual return

19.57%

78.75%-59.2pp

70.43%-50.9pp

145.39%-125.8pp

Employer contribution / active EE

$8,269

$4,853+70.4%

$4,593+80.0%

$4,194+97.2%

Participant deferral / active EE

$21,168

$8,237+157.0%

$7,906+167.7%

$6,396+230.9%

Admin fee / account holder

$14,976-100.0%

$13,708-100.0%

$12,562-100.0%

WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WILLIAM P BRANDT LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion