What public Form 5500 filings show about the Life Brokerage Finanical Group 401(k) plan — and how to find and check your own account.
Life Brokerage Finanical Group (EIN 77-0672218) reports LIFE BROKERAGE FINANICAL GROUP 401K PLAN on its most recent Form 5500, with $603K in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Life Brokerage Finanical Group filing — schedules, fees, and providers.
Life Brokerage Finanical Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Life Brokerage Finanical GroupHR for the recordkeeper’s name and login.
