How big is Benefit Brokers, Inc.'s plan?

Benefit Brokers, Inc.'s plan reported $1.7M in assets and 1 participants for 2024.

Original filing (PDF)20250707175142NAL0004027585001

Benefit Brokers, Inc.

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

Form 5500-SF

FILING_RECEIVED

Benefit Brokers 401(k) Plan

401(k) retirement plan · Benefit Brokers, Inc.'s Benefit Brokers 401(k) Plan held $1.7M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

George A. Gates signed Benefit Brokers, Inc.'s 2024 Form 5500 as plan administrator.

George A. Gates — 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

Benefit Brokers, Inc.'s EIN is 92-0063155.

EIN 92-0063155

Plan number 001

Plan year 2024

ACK ID 20250707175142NAL0004027585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit Brokers, Inc.'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 BENEFIT BROKERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BENEFIT BROKERS, INC.

EIN

all filings

Address

741 SESAME STREET, STE. 203 · ANCHORAGE, AK · 99503

Phone

(907) 279-7396

Industry

Finance & Insurance

Plan administrator