How big is Group Benefit Review's plan?

Group Benefit Review's plan reported $4.1M in assets and 4 participants for 2024.

Original filing (PDF)20251009214004NAL0003875715001

Group Benefit Review

Name: Group Benefit Review — Group Benefit Review Profit, Form 5500 (2024)
Creator: Group Benefit Review
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Group Benefit Review Profit Sharing Plan

401(k) retirement plan · Group Benefit Review's Group Benefit Review Profit Sharing Plan held $4.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Group Benefit Review's EIN is 52-1651801.

EIN 52-1651801

Plan number 001

Plan year 2024

ACK ID 20251009214004NAL0003875715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Group Benefit Review from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Group Benefit Review's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GROUP BENEFIT REVIEW

EIN

all filings

Address

2045 YORK ROAD SUITE 200 · TIMONIUM, MD · 21093

Phone

(410) 252-1383

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator