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Sponsor portfolio

BROADMOOR FINANCIAL CORPORATION

EIN 95-3285189-insurance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
8
2103 MONTROSE AVE., SUITE C - MONTROSE, CA 91020818-249-3012LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001TraditionalDB-$1.8M - 4 part#002401k-$245K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • BROADMOOR RETIREMENT PLAN (#001)88%
  • BROADMOOR 401(K) (#002)12%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROADMOOR RETIREMENT PLAN (#001)4
  • BROADMOOR 401(K) (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROADMOOR RETIREMENT PLAN

TraditionalDB

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BROADMOOR 401(K) PLAN

401k

Assets$245K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BROADMOOR RETIREMENT PLANTraditionalDB$1.8M42025
002BROADMOOR 401(K) PLAN401k$245K42025
Retirement plans
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