How big is New England Brokerage's plan?

New England Brokerage's plan reported $344K in assets and 3 participants for 2024.

Original filing (PDF)20250922101525NAL0005473008001

New England Brokerage

Name: New England Brokerage — New England Brokerage, Form 5500 (2024)
Creator: New England Brokerage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New England Brokerage Retirement Savings Plan

401(k) retirement plan · New England Brokerage's New England Brokerage Retirement Savings Plan held $344K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Steve Panarella signed New England Brokerage's 2024 Form 5500 as plan administrator.

Steve Panarella — 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

New England Brokerage's EIN is 06-0841776.

EIN 06-0841776

Plan number 001

Plan year 2024

ACK ID 20250922101525NAL0005473008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New England Brokerage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New England Brokerage'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 NEW ENGLAND BROKERAGE.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score