Original filing (PDF)20251009100049NAL0006800449001

MLCAK FAMILY FINANCIAL ADVISORS LLC

Name: MLCAK FAMILY FINANCIAL ADVISORS LLC — MLCAK FAMILY FINANCIAL ADVISORS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: MLCAK FAMILY FINANCIAL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

MLCAK FAMILY FINANCIAL ADVISORS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 MLCAK FAMILY FINANCIAL ADVISORS LLC.

Plan sponsor

Name

MLCAK FAMILY FINANCIAL ADVISORS LLC

EIN

46-4089782

Address

15626 DAWN CRST · SAN ANTONIO, TX · 78248

Phone

(210) 421-1935

Industry

Finance & Insurancesee all

Plan administrator