How big is MBA Wealth Management, Inc.'s plan?

MBA Wealth Management, Inc.'s plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250627160706NAL0013984784001

MBA Wealth Management, Inc.

Name: MBA Wealth Management, Inc. — MBA Wealth Employees', Form 5500 (2024)
Creator: MBA Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MBA Wealth Employees' Retirement Savings Plan

401(k) retirement plan · MBA Wealth Management, Inc.'s MBA Wealth Employees' Retirement Savings Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

MBA Wealth Management, Inc.'s EIN is 27-4523594.

EIN 27-4523594

Plan number 001

Plan year 2024

ACK ID 20250627160706NAL0013984784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MBA Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MBA Wealth Management, Inc.'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 WEALTH MANAGEMENT, INC..

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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