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Original filing (PDF)20251008132643NAL0009492480001
MULLEN COUGHLIN LLC
Form 5500
FILING_RECEIVED
MULLEN COUGHLIN 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
269
Accounts w/ balance
276
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULLEN COUGHLIN LLC.
Plan sponsor
Name
MULLEN COUGHLIN LLC
EIN
81-3711756
Address
426 W. LANCASTER AVENUE · SUITE 200 · DEVON, PA · 19333
Phone
(267) 930-1312
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
30 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $2.6M | 14.9% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $2.3M | 13.4% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $2.0M | 11.7% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $1.9M | 11.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.8M | 10.2% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.3M | 7.5% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $1.0M | 6.0% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $729K | 4.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $505K | 2.9% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $460K | 2.6% | |
| Columbia Large Cap Enhanced Core I3 Columbia 0 | — | — | — | $426K | 2.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $359K | 2.1% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $274K | 1.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $229K | 1.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $159K | 0.9% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $149K | 0.9% | |
| Schwab International Index Select Schwab 0 | — | — | — | $141K | 0.8% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | — | — | — | $116K | 0.7% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $105K | 0.6% | |
| Vanguard Short-Term Invest Grade Inv Vanguard 0 | — | — | — | $99K | 0.6% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $92K | 0.5% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $92K | 0.5% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $89K | 0.5% | |
| MFS International Growth R6 MFS 0 | — | — | — | $78K | 0.4% | |
| Allspring Core Bond R6 Allspring 0 | — | — | — | $72K | 0.4% | |
| American Funds Capital World Bond R6 American Funds 0 | — | — | — | $71K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $52K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $43K | 0.2% | |
| Columbia Strategic Income I3 Columbia 0 | — | — | — | $37K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $3K | <0.1% |
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