How big is 1ST Discount Brokerage's plan?

1ST Discount Brokerage's plan reported $2.2M in assets and 12 participants for 2024.

Original filing (PDF)20250702103001NAL0019587040001

1ST Discount Brokerage

Name: 1ST Discount Brokerage — 1ST Discount Brokerage, Form 5500 (2024)
Creator: 1ST Discount Brokerage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1ST Discount Brokerage 401(k) Plan

401(k) retirement plan · 1ST Discount Brokerage's 1ST Discount Brokerage 401(k) Plan held $2.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Aileen Gallagher signed 1ST Discount Brokerage's 2024 Form 5500 as plan administrator.

Aileen Gallagher — 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

1ST Discount Brokerage's EIN is 65-0592899.

EIN 65-0592899

Plan number 001

Plan year 2024

ACK ID 20250702103001NAL0019587040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1ST Discount Brokerage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1ST Discount Brokerage'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 1ST DISCOUNT BROKERAGE.

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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

Knocking points off