Back to filter
Original filing (PDF)20250929142819NAL0018018626001
ROUTE BROKERS, INC.
Form 5500-SF
FILING_RECEIVED
ROUTE BROKERS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROUTE BROKERS, INC..
Plan sponsor
Name
ROUTE BROKERS, INC.
EIN
11-2787566
Address
107 NORTHERN BOULEVARD · SUITE 311 · GREAT NECK, NY · 11021
Phone
(516) 482-8250
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
IOWA COMMERCIAL ADVISORS, LLC
IOWA COMMERCIAL ADVISORS, LLC 401(K) RETIREMENT SAVINGS PLAN
$3.2M · 31 participants
ITZSOLD, INC.
ITZSOLD, INC. DEFINED BENEFIT PENSION PLAN
$3.2M · 3 participants
PJA REAL ESTATE SERVICES, INC.
PJA REAL ESTATE SERVICES, INC. CASH BALANCE PENSION PLAN
$3.2M · 5 participants
MATEL REALTORS, INC.
MATEL REALTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$3.2M · 8 participants
LEE COLUMBUS, LLC DBA LEE & ASSOCIATES - COLUMBUS
LEE COLUMBUS, LLC 401(K) PROFIT SHARING PLAN
$3.2M · 9 participants
PINNACLE REAL ESTATE ADVISORS LLC
PINNACLE REAL ESTATE ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST
$3.2M · 12 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B