Original filing (PDF)20250924094639NAL0007376129001

Bromley Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Bromley Financial LLC 401(k) P/S Plan

401(k) retirement plan · Bromley Financial LLC's Bromley Financial LLC 401(k) P/S Plan held $67K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BROMLEY FINANCIAL LLC

EIN

85-1033170all filings

Address

408 S MAIN ST STE A · MANSFIELD, TX · 76063

Phone

(817) 477-3999

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