Original filing (PDF)20250328105052NAL0001918738001

MUSTAIN INVESTMENTS

Name: MUSTAIN INVESTMENTS — MUSTAIN INVESTMENTS MCF BENEFIT PLAN, Form 5500 (2023)
Creator: MUSTAIN INVESTMENTS

Form 5500-SF

FILING_RECEIVED

MUSTAIN INVESTMENTS MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$32K

Net assets (EOY)

$8K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MUSTAIN INVESTMENTS

DBA

THE SKI SHACK

EIN

43-1857575

Address

5539 S CAMPBELL · SPRINGFIELD, MO · 65810

Phone

(417) 882-8480

Industry

Retail Tradesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

BROKEN RUDDER, INC.

BROKEN RUDDER 401(K) PLAN

$32K · 7 participants

PREMIER ADVANTAGE MARINE LLC

PREMIER ADVANTAGE MARINE LLC MCF BENEFIT PLAN

$31K · 12 participants

STERLING SHIPWRIGHTS LLC

$34K · 8 participants

POSSUM KINGDOM MARINE, LP

POSSUM KINGDOM MARINE, LP 401(K) PLAN

$30K · 2 participants

MARINE ENGINE SERVICE INC

MARINE ENGINE SERVICE

$34K · 2 participants