Original filing (PDF)20250904142334NAL0027533744001

BRUMMETT & GONZALEZ CPAS PC

Name: BRUMMETT & GONZALEZ CPAS PC — BRUMMETT & GONZALEZ, CPA PC 401(K) PLAN, Form 5500 (2024)
Creator: BRUMMETT & GONZALEZ CPAS PC

Form 5500-SF

FILING_RECEIVED

BRUMMETT & GONZALEZ, CPA PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUMMETT & GONZALEZ CPAS PC.

Plan sponsor

Name

BRUMMETT & GONZALEZ CPAS PC

EIN

27-0562913all filings

Address

2703 JONES FRANKLIN RD STE 202 · CARY, NC · 27518

Phone

(919) 803-3033

Industry