Financial Balance Group LLC
Rockville, MD
Financial Balance Group LLC of Rockville, MD is the broker of record on 49 Form 5500 Schedule A filings covering 41 employer benefit plans across 10 states, with $6,750 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Financial Balance Group LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Marwin Holdco, Inc. Dba The Marwin Company, Inc. | SC | 777 | 2025-12-31 |
| Library Systems & Services, LLC | MD | 613 | 2025-12-31 |
| Reeds Jewelers, Inc. | NC | 602 | 2025-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Maryland
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.