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BRADY MARTZ & ASSOCIATES, PC

BRADY MARTZ & ASSOCIATES, PC RETIREMENT PLAN · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Jun 11, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$9,630

Reported employer contributions per active participant.

Higher than about 91% of comparable plans
#People in the filing
411

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$250 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans
↗Investment performance
Not available

Plan assets changed 16.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense32nd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, BRADY MARTZ & ASSOCIATES, PC reported $3,957,858 in employer contributions across the plan and 411 active participants. That works out to $9,630 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 24.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 9.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$3,957,858
Participant contributions
$3,719,105
Other contributions
$279,988
Employer share of reported contributions
51.6%
Beginning assets
$108,236,759
Ending assets
$126,092,791
Ending net assets
$126,092,791
Ending liabilities
$0
Total income
$20,599,755
Total expenses
$2,743,723
Administrative expenses
$128,147
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$7,744
2023
$6,323
2024
$9,630
Plan-paid administrative expenses per participant
2022
$275
2023
$252
2024
$250
Active participants
2022
302
2023
423
2024
411
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$9,630411126.1M20260611093002NAL0006104433001
2023$6,323423108.2M20250709163522NAL0004968977001
2022$7,74430279.2M20240708083148NAL0019497456001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
450310328-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 1990
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT MMGT2024Not reportedunknown
BLACKROCK ADVISORS, LLC2024Not reportedunknown
CAPITAL RESEARCH & MNG2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT2024Not reportedunknown
COHEN & STEERS CAPITAL MMGT2024Not reportedunknown
FIDELITY MMGT & RESEARCH2024Not reportedunknown
INVESCO ADVISERS, INC.2024Not reportedunknown
JOHN HANCOCK INVESTMENT MGMT2024Not reportedunknown
JP MORGAN FUNDS SERVICES2024Not reportedunknown
JP MORGAN INVESTMENT MMGT2024Not reportedunknown
MASSACHUSETTS FINANCIAL SRV. CO.2024Not reportedunknown
PRINCIPAL MGMT CORP2024Not reportedunknown
THE VANGUARD GROUP, INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260611093002NAL0006104433001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗