How big is Steven D. Brunner's plan?

Steven D. Brunner's plan reported $2.5M in assets and 4 participants for 2025.

Original filing (PDF)20260505120417NAL0000925841001

Steven D. Brunner

Name: Steven D. Brunner — Brunner Financial 401(k) Plan, Form 5500 (2025)
Creator: Steven D. Brunner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brunner Financial 401(k) Plan

401(k) retirement plan · Steven D. Brunner's Brunner Financial 401(k) Plan held $2.5M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Steven D. Brunner's EIN is 30-0715257.

EIN 30-0715257

Plan number 001

Plan year 2025

ACK ID 20260505120417NAL0000925841001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steven D. Brunner from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steven D. Brunner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN D. BRUNNER.

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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