How big is MOF LLC DBA Michael & SON Services' plan?

MOF LLC DBA Michael & SON Services' plan reported $2.6M in assets and 184 participants for 2023.

Original filing (PDF)20241015130128NAL0048022944001

MOF LLC DBA Michael & SON Services

Name: MOF LLC DBA Michael & SON Services — Michael & SON, Form 5500 (2023)
Creator: MOF LLC DBA Michael & SON Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael & SON Raleigh 401(k) Plan

401(k) retirement plan · MOF LLC DBA Michael & SON Services' Michael & SON Raleigh 401(k) Plan held $2.6M in plan assets for 184 participants in 2023.

Signals · 1

No auditor on file

Active participants

184

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Yvette Sullivan signed MOF LLC DBA Michael & SON Services' 2023 Form 5500 as plan administrator.

Yvette Sullivan — 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

MOF LLC DBA Michael & SON Services' EIN is 27-4749923.

EIN 27-4749923

Plan number 001

Plan year 2023

ACK ID 20241015130128NAL0048022944001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for MOF LLC DBA Michael & SON Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

MOF LLC DBA Michael & SON Services' 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 MOF LLC DBA MICHAEL & SON SERVICES.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score