How big is M2B Retirement Consulting, LLC's plan?

M2B Retirement Consulting, LLC's plan reported $4.6M in assets and 27 participants for 2024.

Original filing (PDF)20250826123518NAL0004453763001

M2B Retirement Consulting, LLC

Name: M2B Retirement Consulting, LLC — M2B Retirement, Form 5500 (2024)
Creator: M2B Retirement Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M2B Retirement Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · M2B Retirement Consulting, LLC's M2B Retirement Consulting, LLC 401(k) Profit Sharing Plan held $4.6M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Molly Balkey signed M2B Retirement Consulting, LLC's 2024 Form 5500 as plan administrator.

Molly Balkey — 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

M2B Retirement Consulting, LLC's EIN is 81-3989034.

EIN 81-3989034

Plan number 001

Plan year 2024

ACK ID 20250826123518NAL0004453763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M2B Retirement Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M2B Retirement Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M2B RETIREMENT CONSULTING, LLC.

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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