How big is Maximum Independent Brokerage, LLC's plan?

Maximum Independent Brokerage, LLC's plan reported $12.8M in assets and 91 participants for 2024.

Original filing (PDF)20250709074936NAL0007808848003

Maximum Independent Brokerage, LLC

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

Form 5500-SF

FILING_RECEIVED

Maximum Independent Brokerage, LLC 401(k) Plan

401(k) retirement plan · Maximum Independent Brokerage, LLC's Maximum Independent Brokerage, LLC 401(k) Plan held $12.8M in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Laurie Allen signed Maximum Independent Brokerage, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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 Independent Brokerage, LLC's EIN is 36-4247886.

EIN 36-4247886

Plan number 001

Plan year 2024

ACK ID 20250709074936NAL0007808848003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Maximum Independent Brokerage, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off