How big is Mokan Wealth Management's plan?

Mokan Wealth Management's plan reported $21K in assets and 4 participants for 2025.

Original filing (PDF)20260505220812NAL0001343873036

Mokan Wealth Management

Name: Mokan Wealth Management — Mokan Wealth Management, Form 5500 (2025)
Creator: Mokan Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mokan Wealth Management 401(k) Plan

401(k) retirement plan · Mokan Wealth Management's Mokan Wealth Management 401(k) Plan held $21K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

Plan identifiers

Mokan Wealth Management's EIN is 81-4948834.

EIN 81-4948834

Plan number 001

Plan year 2025

ACK ID 20260505220812NAL0001343873036

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mokan Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mokan Wealth Management's 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 MOKAN WEALTH MANAGEMENT.

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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