How big is Mofrad Financial Solutions' plan?

Mofrad Financial Solutions' plan reported $40K in assets and 3 participants for 2024.

Original filing (PDF)20250429093809NAL0000476576001

Mofrad Financial Solutions

Name: Mofrad Financial Solutions — Mofrad Financial, Form 5500 (2024)
Creator: Mofrad Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mofrad Financial Solutions 401(k) Plan

401(k) retirement plan · Mofrad Financial Solutions' Mofrad Financial Solutions 401(k) Plan held $40K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Heather Stewart signed Mofrad Financial Solutions' 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Mofrad Financial Solutions' EIN is 80-0735216.

EIN 80-0735216

Plan number 001

Plan year 2024

ACK ID 20250429093809NAL0000476576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mofrad Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mofrad Financial Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOFRAD FINANCIAL SOLUTIONS.

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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