How big is Bruner & Associates LLC's plan?

Bruner & Associates LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250710075219NAL0005323009006

Bruner & Associates LLC

Name: Bruner & Associates LLC — Bruner & Associates LLC, Form 5500 (2024)
Creator: Bruner & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruner & Associates LLC 401(k) Plan

401(k) retirement plan · Bruner & Associates LLC's Bruner & Associates LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Laurie Allen signed Bruner & Associates LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Bruner & Associates LLC's EIN is 65-1256612.

EIN 65-1256612

Plan number 001

Plan year 2024

ACK ID 20250710075219NAL0005323009006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bruner & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bruner & Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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