Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRUNO FINANCIAL INC.
EIN 83-3435494financial servicesLatest filing 2024
Plans
2
Retirement
2
$296K assets
Welfare
0
Participants
6
141 DUESENBERG DR STE 8 - WESTLAKE VILLAGE, CA 91362805-497-3946brunofinancial.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $296K 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#001
BRUNO FINANCIAL INC. CASH BALANCE PLAN
CashBalance
Assets$191K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRUNO FINANCIAL INC. 401(K) PROFIT SHARING PLAN
401k
Assets$105K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRUNO FINANCIAL INC. CASH BALANCE PLAN | CashBalance | $191K | 3 | 2024 | |
| 002 | BRUNO FINANCIAL INC. 401(K) PROFIT SHARING PLAN | 401k | $105K | 3 | 2024 |
Retirement plans