How big is Mainsail Advisor Group, LLC's plan?

Mainsail Advisor Group, LLC's plan reported $5K in assets for 2025.

Original filing (PDF)20260421105530NAL0002394993001

Mainsail Advisor Group, LLC

Name: Mainsail Advisor Group, LLC — Mainsail Advisor, Form 5500 (2025)
Creator: Mainsail Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mainsail Advisor Group, LLC 401(k) Plan

401(k) retirement plan · Mainsail Advisor Group, LLC's Mainsail Advisor Group, LLC 401(k) Plan reported $5K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Heather Stewart signed Mainsail Advisor Group, LLC's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Mainsail Advisor Group, LLC's EIN is 04-3440391.

EIN 04-3440391

Plan number 001

Plan year 2025

ACK ID 20260421105530NAL0002394993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mainsail Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mainsail Advisor Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAINSAIL ADVISOR GROUP, LLC.

Finding similar companies…

Plan health score

Above-average plan

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