How big is MANA Financial Group LLC's plan?

MANA Financial Group LLC's plan reported $148K in assets and 7 participants for 2025.

Original filing (PDF)20260427141317NAL0004894323001

MANA Financial Group LLC

Name: MANA Financial Group LLC — MANA Financial Group, LLC, Form 5500 (2025)
Creator: MANA Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MANA Financial Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MANA Financial Group LLC's MANA Financial Group, LLC 401(k) Profit Sharing Plan & Trust held $148K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

People on this filing

Edward Rojas signed MANA Financial Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

MANA Financial Group LLC's EIN is 84-3885761.

EIN 84-3885761

Plan number 001

Plan year 2025

ACK ID 20260427141317NAL0004894323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MANA Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MANA Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MANA FINANCIAL GROUP LLC.

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

Knocking points off