How big is Makers Investment Advisor II US Inc.'s plan?

Makers Investment Advisor II US Inc.'s plan reported $683K in assets and 6 participants for 2025.

Original filing (PDF)20260423220426NAL0002761891003

Makers Investment Advisor II US Inc.

Name: Makers Investment Advisor II US Inc. — Makers Invest, Form 5500 (2025)
Creator: Makers Investment Advisor II US Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Makers Investment Advisor II US Inc. 401(k) Plan

401(k) retirement plan · Makers Investment Advisor II US Inc.'s Makers Investment Advisor II US Inc. 401(k) Plan held $683K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

People on this filing

Elantha Barry signed Makers Investment Advisor II US Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Makers Investment Advisor II US Inc.'s EIN is 84-3552182.

EIN 84-3552182

Plan number 001

Plan year 2025

ACK ID 20260423220426NAL0002761891003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Makers Investment Advisor II US Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Makers Investment Advisor II US Inc.'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 MAKERS INVESTMENT ADVISOR II US INC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MAKERS INVESTMENT ADVISOR II US INC

EIN

all filings

Address

21255 BURBANK BLVD · STE 120 · WOODLAND HILLS, CA · 91367

Phone

(678) 772-1478

Industry

Finance & Insurance

Plan administrator