How big is MJW Financial, LLC's plan?

MJW Financial, LLC's plan reported $4.0M in assets and 57 participants for 2025.

Original filing (PDF)20260410084508NAL0008052323001

MJW Financial, LLC

Name: MJW Financial, LLC — MJW Financial, LLC 401(k) Plan, Form 5500 (2025)
Creator: MJW Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MJW Financial, LLC 401(k) Plan

401(k) retirement plan · MJW Financial, LLC's MJW Financial, LLC 401(k) Plan held $4.0M in plan assets for 57 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

MJW Financial, LLC's EIN is 39-2070810.

EIN 39-2070810

Plan number 001

Plan year 2025

ACK ID 20260410084508NAL0008052323001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

MJW Financial, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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