How big is Discovery Brokerage, LLC's plan?

Discovery Brokerage, LLC's plan reported $16K in assets and 2 participants for 2025.

Original filing (PDF)20260427220234NAL0005075811052

Discovery Brokerage, LLC

Name: Discovery Brokerage, LLC — Discovery Brokerage, LLC, Form 5500 (2025)
Creator: Discovery Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Discovery Brokerage, LLC 401(k) Plan

401(k) retirement plan · Discovery Brokerage, LLC's Discovery Brokerage, LLC 401(k) Plan held $16K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Discovery Brokerage, LLC's EIN is 52-2455680.

EIN 52-2455680

Plan number 001

Plan year 2025

ACK ID 20260427220234NAL0005075811052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Discovery Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Discovery 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 DISCOVERY BROKERAGE, 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