How big is Mockary Financial Services' plan?

Mockary Financial Services' plan reported $21K in assets and 2 participants for 2024.

Original filing (PDF)20250718110101NAL0001638161001

Mockary Financial Services

Name: Mockary Financial Services — Mockary Financial, Form 5500 (2024)
Creator: Mockary Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mockary Financial Services 401(k) Plan

401(k) retirement plan · Mockary Financial Services' Mockary Financial Services 401(k) Plan held $21K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Marcus Bowie signed Mockary Financial Services' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Mockary Financial Services' EIN is 46-2405848.

EIN 46-2405848

Plan number 001

Plan year 2024

ACK ID 20250718110101NAL0001638161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mockary Financial Services' 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 MOCKARY FINANCIAL SERVICES.

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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