How big is Bruno Financial Inc.'s plan?

Bruno Financial Inc.'s plan reported $105K in assets and 3 participants for 2024.

Original filing (PDF)20251014225550NAL0001846019001

Bruno Financial Inc.

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

Form 5500-SF

FILING_RECEIVED

Bruno Financial Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bruno Financial Inc.'s Bruno Financial Inc. 401(k) Profit Sharing Plan held $105K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

Plan identifiers

Bruno Financial Inc.'s EIN is 83-3435494.

EIN 83-3435494

Plan number 002

Plan year 2024

ACK ID 20251014225550NAL0001846019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bruno Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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