How big is Broker's Settlement Services' plan?

Broker's Settlement Services' plan reported $2.8M in assets and 16 participants for 2024.

Original filing (PDF)20251013120515NAL0002708786001

Broker's Settlement Services

Name: Broker's Settlement Services — Broker's Settlement, Form 5500 (2024)
Creator: Broker's Settlement Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broker's Settlement Services 401(k) P/S Plan

401(k) retirement plan · Broker's Settlement Services' Broker's Settlement Services 401(k) P/S Plan held $2.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Broker's Settlement Services' EIN is 25-1854212.

EIN 25-1854212

Plan number 001

Plan year 2024

ACK ID 20251013120515NAL0002708786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Broker's Settlement Services' 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 BROKER'S SETTLEMENT SERVICES.

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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