How big is Mustard Seed Financial LLC's plan?

Mustard Seed Financial LLC's plan reported $716K in assets and 9 participants for 2024.

Original filing (PDF)20250728105933NAL0000706019001

Mustard Seed Financial LLC

Name: Mustard Seed Financial LLC — Mustard Seed Wealth, Form 5500 (2024)
Creator: Mustard Seed Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mustard Seed Wealth Management 401(k) Plan

401(k) retirement plan · Mustard Seed Financial LLC's Mustard Seed Wealth Management 401(k) Plan held $716K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

Plan identifiers

Mustard Seed Financial LLC's EIN is 43-2025237.

EIN 43-2025237

Plan number 001

Plan year 2024

ACK ID 20250728105933NAL0000706019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mustard Seed Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mustard Seed Financial LLC'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 MUSTARD SEED 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