· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FINANCIAL BROKERAGE SERVICES, INC. — KMASFB 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717114853NAL0000327920001
FINANCIAL BROKERAGE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
KMASFB 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINANCIAL BROKERAGE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
FINANCIAL BROKERAGE SERVICES, INC.
EIN
52-2037171
Address
6500 SEVEN LOCKS ROAD #201 · #201 · CABIN JOHN, MD · 20818
Phone
(301) 320-2000
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ALASKA PUBLIC ENTITY INSURANCE
ALASKA PUBLIC ENTITY INSURANCE 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 10 participants
MISSISSIPPI SELECT HEALTH CARE
MISSISSIPPI SELECT HEALTH CARE 401(K) PLAN
$3.3M · 19 participants
MASSPAY, INC.
MASSPAY, INC. 401(K) P/S PLAN
$3.3M · 98 participants
PHOTOFAX, INC.
PHOTOFAX, INC. 401(K) PLAN
$3.3M · 110 participants
NEW CLAIM DOC LLC
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 129 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EMPLOYEE NETWORK, INC.
EMPLOYEE NETWORK, INC. 401(K) PLAN
$3.3M · 46 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
