How big is MFA Wealth Services' plan?

MFA Wealth Services' plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20250828125808NAL0010483425001

MFA Wealth Services

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

Form 5500-SF

FILING_RECEIVED

MFA Wealth Services 401(k) Plan

401(k) retirement plan · MFA Wealth Services' MFA Wealth Services 401(k) Plan held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

MFA Wealth Services' EIN is 90-0043826.

EIN 90-0043826

Plan number 001

Plan year 2024

ACK ID 20250828125808NAL0010483425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MFA Wealth Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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