How big is Broker Resources, Inc.'s plan?

Broker Resources, Inc.'s plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250804140902NAL0001255056001

Broker Resources, Inc.

Name: Broker Resources, Inc. — Broker Resources, Inc., Form 5500 (2024)
Creator: Broker Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broker Resources, Inc. 401(k) P/S Plan

401(k) retirement plan · Broker Resources, Inc.'s Broker Resources, Inc. 401(k) P/S Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Dalla Santa signed Broker Resources, Inc.'s 2024 Form 5500 as plan administrator.

Robert Dalla Santa — 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

Broker Resources, Inc.'s EIN is 39-1159307.

EIN 39-1159307

Plan number 001

Plan year 2024

ACK ID 20250804140902NAL0001255056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Broker Resources, Inc.'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 BROKER RESOURCES, INC..

Finding similar companies…

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