How big is The Mihalik Group, LLC's plan?

The Mihalik Group, LLC's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250718102124NAL0000715379001

The Mihalik Group, LLC

Name: The Mihalik Group, LLC — The Mihalik Group, Form 5500 (2024)
Creator: The Mihalik Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mihalik Group Retirement Plan

401(k) retirement plan · The Mihalik Group, LLC's The Mihalik Group Retirement Plan held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

The Mihalik Group, LLC's EIN is 36-4102269.

EIN 36-4102269

Plan number 001

Plan year 2024

ACK ID 20250718102124NAL0000715379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Mihalik Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Mihalik Group, LLC'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 THE MIHALIK GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE MIHALIK GROUP, LLC

EIN

all filings

Address

2831 N HALSTED STREET · UNIT 1S · CHICAGO, IL · 60657

Phone

(773) 929-4276

Industry

Professional & Technical Services

Plan administrator