Original filing (PDF)20250627150345NAL0005552723003

EUGENE BRUNO & ASSOCIATES

Name: EUGENE BRUNO & ASSOCIATES — EUGENE BRUNO & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EUGENE BRUNO & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

EUGENE BRUNO & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EUGENE BRUNO & ASSOCIATES.

Plan sponsor

Name

EUGENE BRUNO & ASSOCIATES

EIN

33-0953335

Address

3111 CAMINO DEL RIO NORTH · SUITE 350 · SAN DIEGO, CA · 92108

Phone

(619) 209-6066

Industry