How big is Mullooly Asset Management Inc.'s plan?

Mullooly Asset Management Inc.'s plan reported $698K in assets and 5 participants for 2024.

Original filing (PDF)20250710080602NAL0003912419001

Mullooly Asset Management Inc.

Name: Mullooly Asset Management Inc. — Mullooly Asset, Form 5500 (2024)
Creator: Mullooly Asset Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mullooly Asset Management Inc. 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Mullooly Asset Management Inc.'s Mullooly Asset Management Inc. 401(k) Profit Sharing Plan & TRU held $698K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

People on this filing

Thomas Mullooly signed Mullooly Asset Management Inc.'s 2024 Form 5500 as plan administrator.

Thomas Mullooly — 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

Mullooly Asset Management Inc.'s EIN is 46-4786184.

EIN 46-4786184

Plan number 001

Plan year 2024

ACK ID 20250710080602NAL0003912419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mullooly Asset Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mullooly Asset Management Inc.'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 MULLOOLY ASSET MANAGEMENT INC.

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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