Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRUMM & ASSOCIATES, INC.
EIN 46-4169426accountingLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
6
257 S FAIR OAKS AVE, SUITE 204 - PASADENA, CA 91105626-219-7002brummassociates.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 6 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#002
BRUMM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BRUMM & ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$445K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRUMM & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 2 | 2024 | |
| 001 | BRUMM & ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $445K | 4 | 2024 |
Retirement plans