· 2022–2024 · DOL EFAST2

Member Brokerage Service, LLC — Member Brokerage, Form 5500 (2025)

Original filing (PDF)20260610121730NAL0004558097001

Member Brokerage Service, LLC

Form 5500-SF

FILING_RECEIVED

Member Brokerage Service, LLC Capital Accumulation Plan

401(k) retirement plan · Member Brokerage Service, LLC's Member Brokerage Service, LLC Capital Accumulation Plan held $148K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEMBER BROKERAGE SERVICE, LLC.

Plan sponsor

Name

MEMBER BROKERAGE SERVICE, LLC

EIN

11-3548477all filings

Address

190 BLYDENBURGH ROAD · ISLANDIA, NY · 11749

Phone

(718) 523-1300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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