How big is Mokosak Advisory Group, L.L.C.'s plan?

Mokosak Advisory Group, L.L.C.'s plan reported $3.4M in assets and 6 participants for 2024.

Original filing (PDF)20250605144318NAL0011649025001

Mokosak Advisory Group, L.L.C.

Name: Mokosak Advisory Group, L.L.C. — Mokosak Advisory, Form 5500 (2024)
Creator: Mokosak Advisory Group, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mokosak Advisory Group, L.L.C. 401(k) Plan

401(k) retirement plan · Mokosak Advisory Group, L.L.C.'s Mokosak Advisory Group, L.L.C. 401(k) Plan held $3.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Mokosak Advisory Group, L.L.C.'s EIN is 26-3318305.

EIN 26-3318305

Plan number 001

Plan year 2024

ACK ID 20250605144318NAL0011649025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mokosak Advisory Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mokosak Advisory Group, L.L.C.'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 MOKOSAK ADVISORY GROUP, L.L.C..

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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