· 2022–2024 · DOL EFAST2

MULLOOLY ASSET MANAGEMENT INC — MULLOOLY ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250710080602NAL0003912419001

MULLOOLY ASSET MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

MULLOOLY ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

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

70

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MULLOOLY ASSET MANAGEMENT INC.

Plan sponsor

Name

MULLOOLY ASSET MANAGEMENT INC

EIN

46-4786184

Address

1971 STATE ROUTE 34 STE 102 · WALL TOWNSHIP, NJ · 07719

Phone

(732) 223-9000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC

PRIVATE HARBOUR INVESTMENT MANAGEMENT % COUNSEL, LLC CASH BALANCE PLAN

$698K · 1 participants

CARNEGIE WEALTH MANAGEMENT LLC

CARNEGIE WEALTH MANAGEMENT LLC 401(K) RETIREMENT SAVINGS PLAN

$698K · 6 participants

RAYHONS FINANCIAL SOLUTIONS, LLC

RAYHONS FINANCIAL SOLUTIONS 401K PLAN

$697K · 10 participants

MATHEMATICS WEALTH MANAGEMENT, INC.

MATHEMATICS WEALTH MANAGEMENT CASH BALANCE PLAN

$697K · 3 participants

ROOT FINANCIAL PARTNERS