How big is Benefits Broker, Inc.'s plan?

Benefits Broker, Inc.'s plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250825125142NAL0003915235001

Benefits Broker, Inc.

Name: Benefits Broker, Inc. — Benefits Broker, Inc. 401(k), Form 5500 (2024)
Creator: Benefits Broker, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benefits Broker, Inc. 401(k) Plan

401(k) retirement plan · Benefits Broker, Inc.'s Benefits Broker, Inc. 401(k) Plan held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Steve Shirley signed Benefits Broker, Inc.'s 2024 Form 5500 as plan administrator.

Steve Shirley — 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

Benefits Broker, Inc.'s EIN is 20-2170589.

EIN 20-2170589

Plan number 001

Plan year 2024

ACK ID 20250825125142NAL0003915235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benefits Broker, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benefits Broker, Inc.'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 BENEFITS BROKER, INC..

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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