How big is Maximum Brokerage, LLC's plan?

Maximum Brokerage, LLC's plan reported $955K in assets and 4 participants for 2024.

Original filing (PDF)20251006144933NAL0003842257001

Maximum Brokerage, LLC

Name: Maximum Brokerage, LLC — Maximum Brokerage, LLC, Form 5500 (2024)
Creator: Maximum Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maximum Brokerage, LLC 401(k) Plan

401(k) retirement plan · Maximum Brokerage, LLC's Maximum Brokerage, LLC 401(k) Plan held $955K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

People on this filing

Robert Peterson Jr. signed Maximum Brokerage, LLC's 2024 Form 5500 as plan administrator.

Robert Peterson Jr. — 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

Maximum Brokerage, LLC's EIN is 26-3053483.

EIN 26-3053483

Plan number 002

Plan year 2024

ACK ID 20251006144933NAL0003842257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maximum Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maximum Brokerage, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXIMUM 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