Original filing (PDF)20251014150043NAL0004323808001

BRUCE FINANCIAL, LLC

Name: BRUCE FINANCIAL, LLC — BRUCE FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: BRUCE FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

BRUCE FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

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 (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRUCE FINANCIAL, LLC

EIN

82-3951346

Address

15800 W. BLUEMOUND RD · SUITE 103 · BROOKFIELD, WI · 53005

Phone

(414) 253-1836

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAGNOLIA WEALTH MANAGEMENT, LLC

MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN

$198K · 5 participants

VIRJI INVESTMENTS, INC.

VIRJI INVESTMENTS, INC. 401K PLAN

$198K · 3 participants

MAJERUS & TIARKS

MAJERUS & TIARKS 401(K) PLAN

$198K · 4 participants

PARSIFAL CAPITAL MANAGEMENT, LP

PARSIFAL CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN

$198K · 12 participants

DEEPWATER ASSET MANAGEMENT, LLC

DEEPWATER ASSET MANAGEMENT, LLC 401(K) PLAN