Original filing (PDF)20250501094734NAL0002152547001

MK ADVISORS LLC

Name: MK ADVISORS LLC — MK ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MK ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

MK ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MK ADVISORS LLC.

Plan sponsor

Name

MK ADVISORS LLC

EIN

88-3786040all filings

Address

1053 SHEERBROOK DR · CHAGRIN FALLS, OH · 440224168

Phone

(216) 533-6627

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CATAPULT ADVISORS LLC

CATAPULT ADVISORS LLC 401(K) PROFIT SHARING PLAN

$106K · 4 participants

CROSSBEAM INVESTMENTS, LLP

CROSSBEAM INVESTMENTS, LLP 401(K) PLAN

$107K · 30 participants

ACP SECURITIES LLC

ACP SECURITIES LLC - 401K

$101K · 12 participants

MARINER FINANCIAL GROUP, LLC

MARINER FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN

$109K · 2 participants

MAGNOLIA PARTNERS LLC

MAGNOLIA PARTNERS LLC 401(K) PLAN

$109K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.