Original filing (PDF)20230103120130NAL0001464083001

Brokers' Service Marketing Group II

Name: Brokers' Service Marketing Group II — Brokers', Form 5500 (2022)
Creator: Brokers' Service Marketing Group II
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brokers' Service Marketing Group II, LLC 401(k) Plan

401(k) retirement plan · Brokers' Service Marketing Group II's Brokers' Service Marketing Group II, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Eric M. Chartier signed Brokers' Service Marketing Group II's 2022 Form 5500 as plan administrator.

Eric M. Chartier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brokers' Service Marketing Group II's EIN is 05-0502645.

EIN 05-0502645

Plan number 001

Plan year 2022

ACK ID 20230103120130NAL0001464083001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Brokers' Service Marketing Group II from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Brokers' Service Marketing Group II's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROKERS' SERVICE MARKETING GROUP II.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score