How big is The Advisor Group-Brokerage's plan?

The Advisor Group-Brokerage's plan reported $626K in assets and 3 participants for 2024.

Original filing (PDF)20250714131752NAL0000711907001

The Advisor Group-Brokerage

Name: The Advisor Group-Brokerage — The Advisor Group-Brok, Form 5500 (2024)
Creator: The Advisor Group-Brokerage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Advisor Group-Brokerage 401(k) Plan

401(k) retirement plan · The Advisor Group-Brokerage's The Advisor Group-Brokerage 401(k) Plan held $626K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

Plan identifiers

The Advisor Group-Brokerage's EIN is 38-3357231.

EIN 38-3357231

Plan number 001

Plan year 2024

ACK ID 20250714131752NAL0000711907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Advisor Group-Brokerage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Advisor Group-Brokerage'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 THE ADVISOR GROUP-BROKERAGE.

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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