How big is MK Financial Group, Inc.'s plan?

MK Financial Group, Inc.'s plan reported $396K in assets and 1 participants for 2025.

Original filing (PDF)20260218180929NAL0007882464001

MK Financial Group, Inc.

Name: MK Financial Group, Inc. — MK Financial Group, Inc., Form 5500 (2025)
Creator: MK Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MK Financial Group, Inc. Savings & Retirement Plan

401(k) retirement plan · MK Financial Group, Inc.'s MK Financial Group, Inc. Savings & Retirement Plan held $396K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

Jaime Anday signed MK Financial Group, Inc.'s 2025 Form 5500 as plan administrator.

Jaime Anday — 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

MK Financial Group, Inc.'s EIN is 39-1775021.

EIN 39-1775021

Plan number 002

Plan year 2025

ACK ID 20260218180929NAL0007882464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MK Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MK Financial Group, Inc.'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 MK FINANCIAL GROUP, INC..

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MK FINANCIAL GROUP, INC.

EIN

all filings

Address

19265 W CAPITOL DR, SUITE 200 · BROOKFIELD, WI · 530452740

Phone

(262) 789-0450

Industry

Finance & Insurance

Plan administrator