How big is Bumgardner, Morrison & Company, L.L.P.'s plan?

Bumgardner, Morrison & Company, L.L.P.'s plan reported $2.4M in assets and 14 participants for 2024.

Original filing (PDF)20250916094214NAL0002852864001

Bumgardner, Morrison & Company, L.L.P.

Name: Bumgardner, Morrison & Company, L.L.P. — Form 5500 Plan 001 (2024)
Creator: Bumgardner, Morrison & Company, L.L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bumgardner, Morrison & Co., L.L.P. 401(k) Profit Sharing Plan

401(k) retirement plan · Bumgardner, Morrison & Company, L.L.P.'s Bumgardner, Morrison & Co., L.L.P. 401(k) Profit Sharing Plan held $2.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Michael Wenske signed Bumgardner, Morrison & Company, L.L.P.'s 2024 Form 5500 as plan administrator.

Michael Wenske — 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

Bumgardner, Morrison & Company, L.L.P.'s EIN is 74-1194944.

EIN 74-1194944

Plan number 001

Plan year 2024

ACK ID 20250916094214NAL0002852864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bumgardner, Morrison & Company, L.L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bumgardner, Morrison & Company, L.L.P.'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 BUMGARDNER, MORRISON & COMPANY, L.L.P..

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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

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 (85th percentile).

Plan sponsor

Name

BUMGARDNER, MORRISON & COMPANY, L.L.P.

EIN

all filings

Address

P O BOX 3750 · VICTORIA, TX · 77904

Phone

(361) 649-6761

Industry

CPA Offices· Professional & Technical Services

Plan administrator