Broker Solutions, Inc. 401(k) Plan: Login, Facts & Contact Information

Broker Solutions, Inc. 401(k) Plan Facts

Plan name
NEW AMERICAN FUNDING, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NEW AMERICAN FUNDING, LLC · formerly Broker Solutions, Inc.
Participants
4,388 (4,347 active employees)
Former employees with a balance
848
Plan assets
$148,460,216 at Dec 31, 2024
Average account balance
$44,556 across 3,332 accounts
Employer contributions
$1,366,855 in plan year 2024 (5% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2011
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $29.4 million went into the plan in contributions, $1.37 million of it from the employer (5%).
  • $19.0 million was paid out to participants.
  • Investment and other income added $17.6 million.
  • Administrative expenses were $231,289, about $69 per account.

How the Broker Solutions, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,074$50.5 million—$4.93 million
20203,318$76.2 million—$5.34 million
20214,885$103.1 million—$12.1 million
20224,854$97.8 million$5.58 million$15.3 million
20234,227$121.1 million$2.41 million$18.4 million
20244,388$148.5 million$1.37 million$19.0 million

Broker Solutions, Inc. 401(k) Contact Information

Phone
949-386-5466
Mailing address
14511 MYFORD ROAD, SUITE 100, TUSTIN CA 92780
Plan sponsor
NEW AMERICAN FUNDING, LLC
Employer identification number (EIN)
01-0726495
Plan number
001

Questions about the Broker Solutions, Inc. 401(k)

Does Broker Solutions, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.37 million, 5% of all contributions.

Does the Broker Solutions, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Broker Solutions, Inc 401(k) plan?

4,388 participants at the start of plan year 2024, 4,347 of them active employees, and 848 former employees who still had money in the plan.

What is the average 401(k) balance at Broker Solutions, Inc?

About $44,556 per account: $148.5 million in plan assets across 3,332 accounts with a balance at the end of plan year 2024.

Who manages the Broker Solutions, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Broker Solutions, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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