Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAXIMUM BROKERAGE LLC
EIN 26-3053483oil & energyLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
6
1800 WEST LOOP S SUITE 1790 - HOUSTON, TX 77027281-407-0447maximumbrokerage.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAXIMUM BROKERAGE LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAXIMUM BROKERAGE, LLC 401(K) PLAN
401k
Assets$955K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAXIMUM BROKERAGE LLC DEFINED BENEFIT PLAN | CashBalance | $1.4M | 2 | 2024 | |
| 002 | MAXIMUM BROKERAGE, LLC 401(K) PLAN | 401k | $955K | 4 | 2024 |
Retirement plans