How big is Bruber Financial Services, Inc.'s plan?

Bruber Financial Services, Inc.'s plan reported $5.0M in assets and 49 participants for 2025.

Original filing (PDF)20260507074732NAL0002017475001

Bruber Financial Services, Inc.

Name: Bruber Financial Services, Inc. — Bruber Financial, Form 5500 (2025)
Creator: Bruber Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruber Financial Services, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Bruber Financial Services, Inc.'s Bruber Financial Services, Inc. 401(k) and Profit Sharing Plan held $5.0M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Bruber Financial Services, Inc.'s EIN is 33-1062344.

EIN 33-1062344

Plan number 001

Plan year 2025

ACK ID 20260507074732NAL0002017475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bruber Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bruber Financial Services, Inc.'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 BRUBER FINANCIAL SERVICES, 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