How big is BRM Financial Services, Inc.'s plan?

BRM Financial Services, Inc.'s plan reported $276K in assets and 2 participants for 2025.

Original filing (PDF)20260210134644NAL0003371586001

BRM Financial Services, Inc.

Name: BRM Financial Services, Inc. — BRM Financial, Form 5500 (2025)
Creator: BRM Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRM Financial Services 401(k) Plan

401(k) retirement plan · BRM Financial Services, Inc.'s BRM Financial Services 401(k) Plan held $276K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

BRM Financial Services, Inc.'s EIN is 20-4953149.

EIN 20-4953149

Plan number 001

Plan year 2025

ACK ID 20260210134644NAL0003371586001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BRM Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BRM Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

BRM FINANCIAL SERVICES, INC.

EIN

all filings

Address

P.O. BOX 550 · RUSHVILLE, NE · 69360

Phone

(888) 200-4796

Industry

Finance & Insurance

Plan administrator