What public Form 5500 filings show about the Chris Bulman Inc. DBA Bulman Wealth Group 401(k) plan — and how to find and check your own account.
Chris Bulman Inc. DBA Bulman Wealth Group (EIN 82-4244598) reports BULMAN WEALTH GROUP 401(K) RETIREMENT PLAN on its most recent Form 5500, with $842K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Chris Bulman Inc. DBA Bulman Wealth Group filing — schedules, fees, and providers.
Chris Bulman Inc. DBA Bulman Wealth Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Chris Bulman Inc. DBA Bulman Wealth GroupHR for the recordkeeper’s name and login.
