Corporate Brokers, Llc 401(k) Plan: Login, Facts & Contact Information

Corporate Brokers, Llc 401(k) Plan Facts

Plan name
CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CORPORATE BROKERS LLC
Participants
632 (216 active employees)
Former employees with a balance
46
Plan assets
$5,993,992 at Dec 31, 2024
Average account balance
$57,635 across 104 accounts
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ 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 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $839,733 went into the plan in contributions.
  • $566,765 was paid out to participants.
  • Investment and other income added $656,819.
  • Administrative expenses were $33,594, about $323 per account.

How the Corporate Brokers, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019499$3.16 million—$417,375
2020412$3.88 million—$503,401
2021480$4.71 million—$561,708
2022478$4.00 million—$681,038
2023373$5.13 million—$439,004
2024632$5.99 million$0$566,765

Corporate Brokers, Llc 401(k) Contact Information

Phone
410-573-0003
Mailing address
1 PARK PLACE SUITE 590, ANNAPOLIS MD 21401
Plan sponsor
CORPORATE BROKERS LLC
Employer identification number (EIN)
84-1638864
Plan number
001

Questions about the Corporate Brokers, Llc 401(k)

Does Corporate Brokers, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Corporate Brokers, Llc 401(k) have automatic enrollment?

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

How many people are in the Corporate Brokers, Llc 401(k) plan?

632 participants at the start of plan year 2024, 216 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at Corporate Brokers, Llc?

About $57,635 per account: $5.99 million in plan assets across 104 accounts with a balance at the end of plan year 2024.

Who manages the Corporate Brokers, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Corporate Brokers, Llc. How do I access my 401(k)?

Your account stays with Principal 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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