Original filing (PDF)20251006133751NAL0003702849001

MFA BENEFITS LLC

Name: MFA BENEFITS LLC — MFA 401(K) PLAN, Form 5500 (2024)
Creator: MFA BENEFITS LLC

Form 5500

FILING_RECEIVED

MFA 401(K) PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

13,826

Accounts w/ balance

3,408

Plan assets (EOY)

$100.5M

Net assets (EOY)

$100.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MFA BENEFITS LLC.

Plan sponsor

Name

MFA BENEFITS LLC

EIN

54-1278483

Address

400 BOULEVARD OF THE AMERICAS · SUITE 401 · LAKEWOOD, NJ · 08701

Phone

(540) 989-3618

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Service providers (Schedule C)

6 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ABLE WEALTH MANAGEMENT LLC	83-1095109	—	INVESTMENT ADVISOR	$119K	—
CAMBRIDGE INVESTMENT RESEARCH	42-1445429	—	ADVISOR	$71K	—
GGM ASSOCIATES INC	84-4230150	—	CONSULTANT	$20K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

TPA / Administrator

Name

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.