How big is Mowinski Financial, LLC's plan?

Mowinski Financial, LLC's plan reported $33K in assets and 3 participants for 2024.

Original filing (PDF)20250704080718NAL0001377521001

Mowinski Financial, LLC

Name: Mowinski Financial, LLC — Mowinski Financial 401(k), Form 5500 (2024)
Creator: Mowinski Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mowinski Financial 401(k) Plan

401(k) retirement plan · Mowinski Financial, LLC's Mowinski Financial 401(k) Plan held $33K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Nick Rice signed Mowinski Financial, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Mowinski Financial, LLC's EIN is 27-3121223.

EIN 27-3121223

Plan number 001

Plan year 2024

ACK ID 20250704080718NAL0001377521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mowinski Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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