How big is Chris Bulman Inc. DBA Bulman Wealth Group's plan?

Chris Bulman Inc. DBA Bulman Wealth Group's plan reported $842K in assets and 12 participants for 2025.

Original filing (PDF)20260306184950NAL0005338065001

Chris Bulman Inc. DBA Bulman Wealth Group

Name: Chris Bulman Inc. DBA Bulman Wealth Group — Form 5500 Plan 001 (2025)
Creator: Chris Bulman Inc. DBA Bulman Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bulman Wealth Group 401(k) Retirement Plan

401(k) retirement plan · Chris Bulman Inc. DBA Bulman Wealth Group's Bulman Wealth Group 401(k) Retirement Plan held $842K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$842K

Net assets (EOY)

$842K

Plan identifiers

Chris Bulman Inc. DBA Bulman Wealth Group's EIN is 82-4244598.

EIN 82-4244598

Plan number 001

Plan year 2025

ACK ID 20260306184950NAL0005338065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chris Bulman Inc. DBA Bulman Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chris Bulman Inc. DBA Bulman Wealth Group's plan includes profit-sharing, a 401(k) feature, 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 CHRIS BULMAN INC. DBA BULMAN WEALTH GROUP.

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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