How big is CUE Brokerage Group, LLC's plan?

CUE Brokerage Group, LLC's plan reported $2.8M in assets and 5 participants for 2024.

Original filing (PDF)20250715084817NAL0001449171001

CUE Brokerage Group, LLC

Name: CUE Brokerage Group, LLC — CUE Brokerage Group, LLC, Form 5500 (2024)
Creator: CUE Brokerage Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CUE Brokerage Group, LLC 401(k) Plan

401(k) retirement plan · CUE Brokerage Group, LLC's CUE Brokerage Group, LLC 401(k) Plan held $2.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Robert Cohen signed CUE Brokerage Group, LLC's 2024 Form 5500 as plan administrator.

Robert Cohen — 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

CUE Brokerage Group, LLC's EIN is 46-2533324.

EIN 46-2533324

Plan number 001

Plan year 2024

ACK ID 20250715084817NAL0001449171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CUE Brokerage Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUE BROKERAGE GROUP, 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