How big is MBM Wealth Consultants, LLC's plan?

MBM Wealth Consultants, LLC's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20251014173206NAL0007041010001

MBM Wealth Consultants, LLC

Name: MBM Wealth Consultants, LLC — MBM Wealth Consultants, Form 5500 (2024)
Creator: MBM Wealth Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MBM Wealth Consultants, LLC 401(k) Plan

401(k) retirement plan · MBM Wealth Consultants, LLC's MBM Wealth Consultants, LLC 401(k) Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

MBM Wealth Consultants, LLC's EIN is 27-0709029.

EIN 27-0709029

Plan number 001

Plan year 2024

ACK ID 20251014173206NAL0007041010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MBM Wealth Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MBM Wealth Consultants, 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 MBM WEALTH CONSULTANTS, 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