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BRUCE ENTERPRISES — BRUCE ENTERPRISES 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015161238NAL0010237218001
BRUCE ENTERPRISES
Form 5500-SF
FILING_RECEIVED
BRUCE ENTERPRISES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
3
Plan assets (EOY)
$198K
Net assets (EOY)
$198K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRUCE ENTERPRISES
.
Find decision makers
Plan sponsor
Name
BRUCE ENTERPRISES
EIN
20-0838224
Address
1475 PETALUMA BLVD S · PETALUMA, CA · 94952
Phone
(707) 781-9686
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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MIDWEST TRANSPORT & EXCAVATING, INC
MIDWEST TRANSPORT & EXCAVATING, INC. EE'S P/S PLAN & TRUST
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ELITE COMMUNICATIONS & CONSTRUCTION, LLC
ELITE COMMUNICATIONS & CONSTRUCTION, LLC 401(K) PLAN
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CRUZ CONTRACTORS, LLC
CRUZ CONTRACTORS, LLC 401(K)/PROFIT SHARING PLAN
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COASTLINE COMPOSITES INC
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LAWSON CONSTRUCTION COMPANY
LAWSON CONSTRUCTION MONEY PURCHASE PENSION TRUST
65
Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$202K · 35 participants
EADIES DIVA D. ENTERPRISES, LLC
EADIE'S DIVA D. ENTERPRISES, LLC 401(K) PLAN
$202K · 23 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
