Sponsor portfolio

BOURNE FINANCIAL GROUP, LLC

EIN 47-1328364investment managementLatest filing 2025

Plans

Retirement

$2.0M assets

Welfare

Participants

228 PARK AVE NORTH, STE A - WINTER PARK, FL 32879407-644-6444bournefg.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.0M - 28 part

Plan deep-dives

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Retirement#001

BOURNE FINANCIAL GROUP, LLC 401(K) PLAN

401k

Assets$2.0M

Participants28

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	BOURNE FINANCIAL GROUP, LLC 401(K) PLAN	401k	$2.0M	28	2025

Retirement plans