How big is Performance Brokers Co LLC's plan?

Performance Brokers Co LLC's plan reported $631K in assets and 2 participants for 2024.

Original filing (PDF)20250617105313NAL0003585442001

Performance Brokers Co LLC

Name: Performance Brokers Co LLC — Performance Brokers Co, Form 5500 (2024)
Creator: Performance Brokers Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Brokers Co 401(k) Plan

401(k) retirement plan · Performance Brokers Co LLC's Performance Brokers Co 401(k) Plan held $631K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

Heather Graham signed Performance Brokers Co LLC's 2024 Form 5500 as plan administrator.

Heather Graham — 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

Performance Brokers Co LLC's EIN is 45-2731271.

EIN 45-2731271

Plan number 001

Plan year 2024

ACK ID 20250617105313NAL0003585442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Performance Brokers Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Brokers Co LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE BROKERS CO 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