Original filing (PDF)20250915101250NAL0000627347001

BRUMLEU INVESTMENTS L.P.

Name: BRUMLEU INVESTMENTS L.P. — BRUMLEU INVESTMENTS, L.P. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: BRUMLEU INVESTMENTS L.P.

Form 5500-SF

FILING_RECEIVED

BRUMLEU INVESTMENTS, L.P. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUMLEU INVESTMENTS L.P..

Plan sponsor

Name

BRUMLEU INVESTMENTS L.P.

EIN

33-0781596

Address

6 SIENA · LAGUNA NIGUEL, CA · 92677

Phone

(714) 385-5223

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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