How big is Unlocked Brokerage Inc.'s plan?

Unlocked Brokerage Inc.'s plan reported $63K in assets and 6 participants for 2024.

Original filing (PDF)20250718152000NAL0001985969001

Unlocked Brokerage Inc.

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

Form 5500-SF

FILING_RECEIVED

Unlocked Brokerage Inc. 401(k) Plan

401(k) retirement plan · Unlocked Brokerage Inc.'s Unlocked Brokerage Inc. 401(k) Plan held $63K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Marcus Bowie signed Unlocked Brokerage Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Unlocked Brokerage Inc.'s EIN is 82-4212978.

EIN 82-4212978

Plan number 001

Plan year 2024

ACK ID 20250718152000NAL0001985969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unlocked Brokerage Inc.'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 UNLOCKED BROKERAGE INC.

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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