How big is MPS Loria Financial Planners, LLC's plan?

MPS Loria Financial Planners, LLC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250613091435NAL0028504864001

MPS Loria Financial Planners, LLC

Name: MPS Loria Financial Planners, LLC — MPS Loria, Form 5500 (2024)
Creator: MPS Loria Financial Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MPS Loria Financial Planners, LLC 401(k) Plan

401(k) retirement plan · MPS Loria Financial Planners, LLC's MPS Loria Financial Planners, LLC 401(k) Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Rick T. Loria signed MPS Loria Financial Planners, LLC's 2024 Form 5500 as plan administrator.

Rick T. Loria — 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

MPS Loria Financial Planners, LLC's EIN is 36-4323828.

EIN 36-4323828

Plan number 001

Plan year 2024

ACK ID 20250613091435NAL0028504864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MPS Loria Financial Planners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MPS Loria Financial Planners, LLC's 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 MPS LORIA FINANCIAL PLANNERS, 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