Original filing (PDF)20260427220041NAL0005074563002

Mullin Barens Sanford Financial & Insurance Services, LLC.

Name: Mullin Barens Sanford Financial & Insurance Services, LLC. — Form 5500 Plan 001 (2025)
Creator: Mullin Barens Sanford Financial & Insurance Services, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mullin Barens Sanford Financial & Insurance Services 401(k) Plan

401(k) retirement plan · Mullin Barens Sanford Financial & Insurance Services, LLC.'s Mullin Barens Sanford Financial & Insurance Services 401(k) Plan held $1.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Mullin Barens Sanford Financial & Insurance Services, LLC.'s EIN is 46-2398982.

EIN 46-2398982

Plan number 001

Plan year 2025

ACK ID 20260427220041NAL0005074563002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mullin Barens Sanford Financial & Insurance Services, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mullin Barens Sanford Financial & Insurance Services, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MULLIN BARENS SANFORD FINANCIAL & INSURANCE SERVICES, 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

Knocking points off