How big is Mutuality LLC's plan?

Mutuality LLC's plan reported $83K in assets and 11 participants for 2024.

Original filing (PDF)20250815130407NAL0010425569001

Mutuality LLC

Name: Mutuality LLC — Mutuality LLC 401(k) Plan, Form 5500 (2024)
Creator: Mutuality LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mutuality LLC 401(k) Plan

401(k) retirement plan · Mutuality LLC's Mutuality LLC 401(k) Plan held $83K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

Nick Rice signed Mutuality LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Mutuality LLC's EIN is 83-2951211.

EIN 83-2951211

Plan number 001

Plan year 2024

ACK ID 20250815130407NAL0010425569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mutuality LLC'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 MUTUALITY 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