Original filing (PDF)20251001181413NAL0016492144001

BROADMOOR FINANCIAL CORPORATION

Name: BROADMOOR FINANCIAL CORPORATION — BROADMOOR RETIREMENT PLAN, Form 5500 (2024)
Creator: BROADMOOR FINANCIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

BROADMOOR RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROADMOOR FINANCIAL CORPORATION.

Plan sponsor

Name

BROADMOOR FINANCIAL CORPORATION

EIN

95-3285189

Address

2103 MONTROSE AVE., SUITE C · MONTROSE, CA · 91020

Phone

(818) 249-3012

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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