How big is MRB Financial Services, LLC's plan?

MRB Financial Services, LLC's plan reported $2.1M in assets and 4 participants for 2025.

Original filing (PDF)20260402075327NAL0003053971001

MRB Financial Services, LLC

Name: MRB Financial Services, LLC — MRB Financial, Form 5500 (2025)
Creator: MRB Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MRB Financial Services, LLC 401(k) Plan

401(k) retirement plan · MRB Financial Services, LLC's MRB Financial Services, LLC 401(k) Plan held $2.1M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Mary Robertson signed MRB Financial Services, LLC's 2025 Form 5500 as plan administrator.

Mary Robertson — 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

MRB Financial Services, LLC's EIN is 16-1614041.

EIN 16-1614041

Plan number 002

Plan year 2025

ACK ID 20260402075327NAL0003053971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MRB Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MRB Financial Services, 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 MRB FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

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

Knocking points off