How big is McUbe Investment Technologies LLC's plan?

McUbe Investment Technologies LLC's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250626074715NAL0012152304002

McUbe Investment Technologies LLC

Name: McUbe Investment Technologies LLC — McUbe Investment, Form 5500 (2024)
Creator: McUbe Investment Technologies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McUbe Investment Technologies 401(k) P/S Plan

401(k) retirement plan · McUbe Investment Technologies LLC's McUbe Investment Technologies 401(k) P/S Plan held $3.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Deborah MALM signed McUbe Investment Technologies LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

McUbe Investment Technologies LLC's EIN is 37-1439558.

EIN 37-1439558

Plan number 001

Plan year 2024

ACK ID 20250626074715NAL0012152304002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McUbe Investment Technologies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McUbe Investment Technologies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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