How big is Mack Investment Securities' plan?

Mack Investment Securities' plan reported $2.5M in assets and 9 participants for 2025.

Original filing (PDF)20260309163007NAL0003067682001

Mack Investment Securities

Name: Mack Investment Securities — Mack Investment, Form 5500 (2025)
Creator: Mack Investment Securities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mack Investment Securities. Inc. Retirement Plan

401(k) retirement plan · Mack Investment Securities' Mack Investment Securities. Inc. Retirement Plan held $2.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Stephen W. Mack signed Mack Investment Securities' 2025 Form 5500 as plan administrator.

Stephen W. Mack — 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

Mack Investment Securities' EIN is 36-3423948.

EIN 36-3423948

Plan number 001

Plan year 2025

ACK ID 20260309163007NAL0003067682001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mack Investment Securities from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mack Investment Securities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACK INVESTMENT SECURITIES.

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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