How big is MK3 Wealth, LLC's plan?

MK3 Wealth, LLC's plan reported $242K in assets and 5 participants for 2024.

Original filing (PDF)20250922131642NAL0005286369001

MK3 Wealth, LLC

Name: MK3 Wealth, LLC — MK3 Wealth, LLC 401(k) Plan, Form 5500 (2024)
Creator: MK3 Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MK3 Wealth, LLC 401(k) Plan

401(k) retirement plan · MK3 Wealth, LLC's MK3 Wealth, LLC 401(k) Plan held $242K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Matthew S. Montenero signed MK3 Wealth, LLC's 2024 Form 5500 as plan administrator.

Matthew S. Montenero — 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

MK3 Wealth, LLC's EIN is 84-2747596.

EIN 84-2747596

Plan number 001

Plan year 2024

ACK ID 20250922131642NAL0005286369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MK3 Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MK3 Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MK3 WEALTH, 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