How big is Life Brokerage Finanical Group's plan?

Life Brokerage Finanical Group's plan reported $603K in assets and 10 participants for 2025.

Original filing (PDF)20260205153014NAL0006961923001

Life Brokerage Finanical Group

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

Form 5500-SF

FILING_RECEIVED

Life Brokerage Finanical Group 401(k) Plan

401(k) retirement plan · Life Brokerage Finanical Group's Life Brokerage Finanical Group 401(k) Plan held $603K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

Plan identifiers

Life Brokerage Finanical Group's EIN is 77-0672218.

EIN 77-0672218

Plan number 001

Plan year 2025

ACK ID 20260205153014NAL0006961923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Life Brokerage Finanical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Life Brokerage Finanical Group'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 LIFE BROKERAGE FINANICAL GROUP.

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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