How big is MB Investments, LLC's plan?

MB Investments, LLC's plan reported $3.2M in assets and 12 participants for 2024.

Original filing (PDF)20250708163600NAL0011656642001

MB Investments, LLC

Name: MB Investments, LLC — MB Investments, LLC 401(k), Form 5500 (2024)
Creator: MB Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MB Investments, LLC 401(k) Plan

401(k) retirement plan · MB Investments, LLC's MB Investments, LLC 401(k) Plan held $3.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Joyce L McCollum signed MB Investments, LLC's 2024 Form 5500 as plan administrator.

Joyce L McCollum — 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

MB Investments, LLC's EIN is 42-1489255.

EIN 42-1489255

Plan number 001

Plan year 2024

ACK ID 20250708163600NAL0011656642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MB Investments, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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