How big is Mack & Associates, Ltd.'s plan?

Mack & Associates, Ltd.'s plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260126161524NAL0002988850001

Mack & Associates, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Mack & Associates, Ltd. 401(k) Plan

401(k) retirement plan · Mack & Associates, Ltd.'s Mack & Associates, Ltd. 401(k) Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brianne Patra signed Mack & Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Brianne Patra — 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 & Associates, Ltd.'s EIN is 36-3906197.

EIN 36-3906197

Plan number 001

Plan year 2025

ACK ID 20260126161524NAL0002988850001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mack & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mack & Associates, Ltd.'s 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 MACK & ASSOCIATES, LTD.

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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