· 2022–2024 · DOL EFAST2

M Squared Management LLC — M Squared Management, Form 5500 (2025)

Original filing (PDF)20260711092318NAL0002663776001

M Squared Management LLC

Form 5500-SF

FILING_RECEIVED

M Squared Management 401(k)

401(k) retirement plan · M Squared Management LLC's M Squared Management 401(k) held $168K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

M SQUARED MANAGEMENT LLC

EIN

51-0671503all filings

Address

88 LUTHIEN FOREST RD · ROCK TAVERN, NY · 12575

Phone

(917) 567-0675

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

The Early Learning Group Inc.

The Early Learning Group Inc. 401(k) Profit Sharing Plan & Trust

$168K · 83 participants

Robert J Trulaske Jr. Family OFFI

Robert J Trulaske Jr. Family Office

$168K · 3 participants

Sandhya Ramanujam, DDS, Inc.

Sandhya Ramanujam DDS Inc. 401(k) Profit Sharing Plan and Trust

$168K · 4 participants

RON Burton Training Village in

RON Burton Training Village in 401(k) Profit Sharing Plan & Trust

$168K · 20 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.