How big is Bruce Financial, LLC's plan?

Bruce Financial, LLC's plan reported $198K in assets and 3 participants for 2024.

Original filing (PDF)20251014150043NAL0004323808001

Bruce Financial, LLC

Name: Bruce Financial, LLC — Bruce Financial 401(k) Plan, Form 5500 (2024)
Creator: Bruce Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruce Financial 401(k) Plan

401(k) retirement plan · Bruce Financial, LLC's Bruce Financial 401(k) Plan held $198K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Matthew Bruce signed Bruce Financial, LLC's 2024 Form 5500 as plan administrator.

Matthew Bruce — 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

Bruce Financial, LLC's EIN is 82-3951346.

EIN 82-3951346

Plan number 001

Plan year 2024

ACK ID 20251014150043NAL0004323808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bruce Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bruce Financial, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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