How big is Brundige Wealth Management's plan?

Brundige Wealth Management's plan reported $1.5M in assets and 4 participants for 2025.

Original filing (PDF)20260406220309NAL0004592227083

Brundige Wealth Management

Name: Brundige Wealth Management — Brundige Wealth, Form 5500 (2025)
Creator: Brundige Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brundige Wealth Management 401(k) Plan

401(k) retirement plan · Brundige Wealth Management's Brundige Wealth Management 401(k) Plan held $1.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Brundige Wealth Management's EIN is 82-2466586.

EIN 82-2466586

Plan number 001

Plan year 2025

ACK ID 20260406220309NAL0004592227083

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brundige Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brundige Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUNDIGE WEALTH MANAGEMENT.

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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