Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EUGENE BRUNO & ASSOCIATES
EIN 33-0953335Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
63
3111 CAMINO DEL RIO N #350 - SAN DIEGO, CA 92108619-209-6066
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 63 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
EUGENE BRUNO & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EUGENE BRUNO & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$948K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EUGENE BRUNO & ASSOCIATES CASH BALANCE PLAN | CashBalance | $2.6M | 27 | 2025 | |
| 001 | EUGENE BRUNO & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $948K | 36 | 2024 |
Retirement plans