How big is Brumelle Insurance Agency Inc.'s plan?

Brumelle Insurance Agency Inc.'s plan reported $781K in assets and 8 participants for 2025.

Original filing (PDF)20260518114128NAL0000062001001

Brumelle Insurance Agency Inc.

Name: Brumelle Insurance Agency Inc. — IFS Retirement, Form 5500 (2025)
Creator: Brumelle Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IFS Retirement 401(k) Plan

401(k) retirement plan · Brumelle Insurance Agency Inc.'s IFS Retirement 401(k) Plan held $781K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

People on this filing

Sean Brumelle signed Brumelle Insurance Agency Inc.'s 2025 Form 5500 as plan administrator.

Sean Brumelle — 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

Brumelle Insurance Agency Inc.'s EIN is 27-1659892.

EIN 27-1659892

Plan number 001

Plan year 2025

ACK ID 20260518114128NAL0000062001001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brumelle Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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