How big is Siebert Agency, LLC's plan?

Siebert Agency, LLC's plan reported $1.3M in assets and 19 participants for 2025.

Original filing (PDF)20260325190011NAL0002443075001

Siebert Agency, LLC

Name: Siebert Agency, LLC — Siebert Agency, LLC 401(k), Form 5500 (2025)
Creator: Siebert Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Siebert Agency, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Siebert Agency, LLC's Siebert Agency, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Siebert Agency, LLC's EIN is 43-1500255.

EIN 43-1500255

Plan number 001

Plan year 2025

ACK ID 20260325190011NAL0002443075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Siebert Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Siebert Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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