Original filing (PDF)20250710094101NAL0005389537001

M SQUARE CAPITAL LLC

Name: M SQUARE CAPITAL LLC — M SQUARE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: M SQUARE CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

M SQUARE CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M SQUARE CAPITAL LLC.

Plan sponsor

Name

M SQUARE CAPITAL LLC

EIN

27-3831805

Address

1526 WALNUT ST · KANSAS CITY, MO · 641081313

Phone

(913) 940-1877

Industry