How big is Brumer & Brumer P.A.'s plan?

Brumer & Brumer P.A.'s plan reported $6.7M in assets and 3 participants for 2024.

Original filing (PDF)20250818134013NAL0001263745001

Brumer & Brumer P.A.

Name: Brumer & Brumer P.A. — Brumer & Brumer, P.A., Form 5500 (2024)
Creator: Brumer & Brumer P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brumer & Brumer, P.A. Retirement Plan

Defined-contribution retirement plan · Brumer & Brumer P.A.'s Brumer & Brumer, P.A. Retirement Plan held $6.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Brumer & Brumer P.A.'s EIN is 75-3054077.

EIN 75-3054077

Plan number 001

Plan year 2024

ACK ID 20250818134013NAL0001263745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brumer & Brumer P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brumer & Brumer P.A.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUMER & BRUMER P.A..

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

BRUMER & BRUMER P.A.

EIN

all filings

Address

1 SE 3RD AVE., STE. #3000 · MIAMI, FL · 33131

Phone

(305) 926-9291

Industry

Law Offices· Professional & Technical Services

Plan administrator