How big is Taber Brokerage, LLC's plan?

Taber Brokerage, LLC's plan reported $229K in assets and 2 participants for 2025.

Original filing (PDF)20260523081843NAL0002892051001

Taber Brokerage, LLC

Name: Taber Brokerage, LLC — Taber Brokerage, LLC, Form 5500 (2025)
Creator: Taber Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taber Brokerage, LLC Retirement Plan

401(k) retirement plan · Taber Brokerage, LLC's Taber Brokerage, LLC Retirement Plan held $229K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

ZACK Taber signed Taber Brokerage, LLC's 2025 Form 5500 as plan administrator.

ZACK Taber — 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

Taber Brokerage, LLC's EIN is 26-0893113.

EIN 26-0893113

Plan number 001

Plan year 2025

ACK ID 20260523081843NAL0002892051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Taber Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Taber Brokerage, LLC'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 TABER BROKERAGE, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TABER BROKERAGE, LLC

EIN

all filings

Address

2537 S KELLY · SUITE C · EDMOND, OK · 73013

Phone

(405) 235-4610

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator