Original filing (PDF)20251127174859NAL0003301699001

J & E Brokerage, LLC

Name: J & E Brokerage, LLC — J & E Brokerage, LLC 401(k), Form 5500 (2024)
Creator: J & E Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J & E Brokerage, LLC 401(k)

401(k) retirement plan · J & E Brokerage, LLC's J & E Brokerage, LLC 401(k) filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed J & E Brokerage, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

J & E Brokerage, LLC's EIN is 46-1528126.

EIN 46-1528126

Plan number 001

Plan year 2024

ACK ID 20251127174859NAL0003301699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J & E Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J & E Brokerage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J & E BROKERAGE, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score