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

MBA Financial Services, LLC's plan reported $3.8M in assets and 7 participants for 2024.

Original filing (PDF)20250721095155NAL0003306114001

MBA Financial Services, LLC

Name: MBA Financial Services, LLC — MBA Financial, Form 5500 (2024)
Creator: MBA Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MBA Financial Services, LLC 401(k) Plan

401(k) retirement plan · MBA Financial Services, LLC's MBA Financial Services, LLC 401(k) Plan held $3.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

MBA Financial Services, LLC's EIN is 20-8050950.

EIN 20-8050950

Plan number 002

Plan year 2024

ACK ID 20250721095155NAL0003306114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MBA Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MBA Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MBA 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MBA FINANCIAL SERVICES, LLC

EIN

all filings

Address

P.O. BOX 7951 · BOULDER, CO · 80306

Phone

(303) 444-2052

Industry

Finance & Insurance

Plan administrator