How big is MPH Capital Management, Inc.'s plan?

MPH Capital Management, Inc.'s plan reported $6.9M in assets and 3 participants for 2024.

Original filing (PDF)20250916180008NAL0002785536002

MPH Capital Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · MPH Capital Management, Inc. held $6.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

MPH Capital Management, Inc.'s EIN is 74-3025424.

EIN 74-3025424

Plan number 001

Plan year 2024

ACK ID 20250916180008NAL0002785536002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MPH Capital Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MPH CAPITAL 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

MPH CAPITAL MANAGEMENT, INC.

EIN

all filings

Address

10829 JOLLYVILLE ROAD · AUSTIN, TX · 78759

Phone

(512) 451-5513

Industry

Real Estate

Plan administrator

Name

MICHAEL S. KLINGLE, CPA, PLLC

EIN

81-0858539

City

VICTORIA, TX

Phone

(361) 578-2721

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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