How big is Brumbaugh Wealth Management LLC's plan?

Brumbaugh Wealth Management LLC's plan reported $318K in assets and 6 participants for 2024.

Original filing (PDF)20250623115942NAL0015368274001

Brumbaugh Wealth Management LLC

Name: Brumbaugh Wealth Management LLC — Brumbaugh Wealth, Form 5500 (2024)
Creator: Brumbaugh Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brumbaugh Wealth Management 401(k) Plan

401(k) retirement plan · Brumbaugh Wealth Management LLC's Brumbaugh Wealth Management 401(k) Plan held $318K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Kimberly Brumbaugh signed Brumbaugh Wealth Management LLC's 2024 Form 5500 as plan administrator.

Kimberly Brumbaugh — 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

Brumbaugh Wealth Management LLC's EIN is 47-2813541.

EIN 47-2813541

Plan number 001

Plan year 2024

ACK ID 20250623115942NAL0015368274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brumbaugh Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brumbaugh Wealth Management LLC'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 BRUMBAUGH WEALTH MANAGEMENT LLC.

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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