How big is Maven Advisory LLC's plan?

Maven Advisory LLC's plan reported $438K in assets and 12 participants for 2025.

Original filing (PDF)20260505220346NAL0001447537010

Maven Advisory LLC

Name: Maven Advisory LLC — Maven Advisory 401(k) Plan, Form 5500 (2025)
Creator: Maven Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maven Advisory 401(k) Plan

401(k) retirement plan · Maven Advisory LLC's Maven Advisory 401(k) Plan held $438K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$438K

Net assets (EOY)

$438K

Plan identifiers

Maven Advisory LLC's EIN is 33-1490647.

EIN 33-1490647

Plan number 001

Plan year 2025

ACK ID 20260505220346NAL0001447537010

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Maven Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Maven Advisory 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 MAVEN ADVISORY 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