How big is Mann Financial Group, LLC's plan?

Mann Financial Group, LLC's plan reported $90K in assets and 2 participants for 2024.

Original filing (PDF)20250710150904NAL0015372594001

Mann Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Mann Financial Group 401(k) Plan

401(k) retirement plan · Mann Financial Group, LLC's Mann Financial Group 401(k) Plan held $90K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Cynthia Mann signed Mann Financial Group, LLC's 2024 Form 5500 as plan administrator.

Cynthia Mann — 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

Mann Financial Group, LLC's EIN is 37-1440608.

EIN 37-1440608

Plan number 001

Plan year 2024

ACK ID 20250710150904NAL0015372594001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mann Financial 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 MANN FINANCIAL 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MANN FINANCIAL GROUP, LLC

EIN

all filings

Address

2215 YORK ROAD, SUITE 214 · OAK BROOK, IL · 60523

Phone

(630) 568-6720

Industry

Finance & Insurance

Plan administrator