How big is The Brokers Source, Ltd.'s plan?

The Brokers Source, Ltd.'s plan reported $2.5M in assets and 7 participants for 2025.

Original filing (PDF)20260427121907NAL0004839891001

The Brokers Source, Ltd.

Name: The Brokers Source, Ltd. — The Brokers Source, Ltd., Form 5500 (2025)
Creator: The Brokers Source, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Brokers Source, Ltd. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Brokers Source, Ltd.'s The Brokers Source, Ltd. 401(k) Profit Sharing Plan and Trust held $2.5M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Raymond S. Phillips signed The Brokers Source, Ltd.'s 2025 Form 5500 as plan administrator.

Raymond S. Phillips — 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

The Brokers Source, Ltd.'s EIN is 25-1346021.

EIN 25-1346021

Plan number 001

Plan year 2025

ACK ID 20260427121907NAL0004839891001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Brokers Source, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Brokers Source, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BROKERS SOURCE, LTD.

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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