How big is Asset Management for Professionals' plan?

Asset Management for Professionals' plan reported $3.8M in assets and 2 participants for 2025.

Original filing (PDF)20260513080200NAL0014844130001

Asset Management for Professionals

Name: Asset Management for Professionals — Asset Managemen, Form 5500 (2025)
Creator: Asset Management for Professionals
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Management for Professionals, Inc. Qualified Retirement Plan

Defined-contribution retirement plan · Asset Management for Professionals' Asset Management for Professionals, Inc. Qualified Retirement Plan held $3.8M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jerome A. Mahalick, D.D.S. signed Asset Management for Professionals' 2025 Form 5500 as plan administrator.

Jerome A. Mahalick, D.D.S. — 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

Asset Management for Professionals' EIN is 39-1802777.

EIN 39-1802777

Plan number 001

Plan year 2025

ACK ID 20260513080200NAL0014844130001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Asset Management for Professionals from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Asset Management for Professionals' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSET MANAGEMENT FOR PROFESSIONALS.

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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