How big is Bormann Brothers, Inc.'s plan?

Bormann Brothers, Inc.'s plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250616095050NAL0000857761001

Bormann Brothers, Inc.

Name: Bormann Brothers, Inc. — Bormann Brothers, Inc., Form 5500 (2024)
Creator: Bormann Brothers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bormann Brothers, Inc. 401(k) Plan

401(k) retirement plan · Bormann Brothers, Inc.'s Bormann Brothers, Inc. 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kelly Duquette signed Bormann Brothers, Inc.'s 2024 Form 5500 as plan administrator.

Kelly Duquette — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bormann Brothers, Inc.'s EIN is 04-2399113.

EIN 04-2399113

Plan number 001

Plan year 2024

ACK ID 20250616095050NAL0000857761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bormann Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bormann Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORMANN BROTHERS, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off