How big is Michael A. Nadler Financial Services, LLC's plan?

Michael A. Nadler Financial Services, LLC's plan reported $10.6M in assets and 29 participants for 2025.

Original filing (PDF)20260410112041NAL0014303728001

Michael A. Nadler Financial Services, LLC

Name: Michael A. Nadler Financial Services, LLC — Form 5500 Plan 002 (2025)
Creator: Michael A. Nadler Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael A. Nadler Financial Services, LLC Profit Sharing Plan and Trust

401(k) retirement plan · Michael A. Nadler Financial Services, LLC's Michael A. Nadler Financial Services, LLC Profit Sharing Plan and Trust held $10.6M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Michael Nadler signed Michael A. Nadler Financial Services, LLC's 2025 Form 5500 as plan administrator.

Michael Nadler — 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

Michael A. Nadler Financial Services, LLC's EIN is 36-4385078.

EIN 36-4385078

Plan number 002

Plan year 2025

ACK ID 20260410112041NAL0014303728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael A. Nadler Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael A. Nadler Financial Services, 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 MICHAEL A. NADLER FINANCIAL SERVICES, 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