How big is Brokerzoo LLC's plan?

Brokerzoo LLC's plan reported $114K in assets and 4 participants for 2024.

Original filing (PDF)20251009154815NAL0007237825001

Brokerzoo LLC

Name: Brokerzoo LLC — Brokerzoo LLC 401(k) Plan, Form 5500 (2024)
Creator: Brokerzoo LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brokerzoo LLC 401(k) Plan

401(k) retirement plan · Brokerzoo LLC's Brokerzoo LLC 401(k) Plan held $114K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

People on this filing

Richard Tatum signed Brokerzoo LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Brokerzoo LLC's EIN is 90-0846525.

EIN 90-0846525

Plan number 001

Plan year 2024

ACK ID 20251009154815NAL0007237825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brokerzoo LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BROKERZOO LLC

EIN

all filings

Address

703 SERENE ESTATES DR · AUSTIN, TX · 78738

Phone

(512) 825-4758

Industry

Real Estate

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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