How big is Independent Brokers Realty LLC's plan?

Independent Brokers Realty LLC's plan reported $291K in assets for 2023.

Original filing (PDF)20241105141534NAL0016785026001

Independent Brokers Realty LLC

Name: Independent Brokers Realty LLC — Independent Brokers, Form 5500 (2023)
Creator: Independent Brokers Realty LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Brokers Realty LLC 401(k) Plan

401(k) retirement plan · Independent Brokers Realty LLC's Independent Brokers Realty LLC 401(k) Plan reported $291K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

People on this filing

Kevin Sharkey signed Independent Brokers Realty LLC's 2023 Form 5500 as plan administrator.

Kevin Sharkey — 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

Independent Brokers Realty LLC's EIN is 41-1884625.

EIN 41-1884625

Plan number 001

Plan year 2023

ACK ID 20241105141534NAL0016785026001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Independent Brokers Realty LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Independent Brokers Realty 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 INDEPENDENT BROKERS REALTY 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