How big is Mustard Financial Services Inc.'s plan?

Mustard Financial Services Inc.'s plan reported $434K in assets and 3 participants for 2024.

Original filing (PDF)20250528160500NAL0012384160001

Mustard Financial Services Inc.

Name: Mustard Financial Services Inc. — Mustard Financial, Form 5500 (2024)
Creator: Mustard Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mustard Financial Services Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mustard Financial Services Inc.'s Mustard Financial Services Inc. 401(k) Profit Sharing Plan & Trust held $434K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Shelley Lindahl signed Mustard Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Shelley Lindahl — 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

Mustard Financial Services Inc.'s EIN is 93-1235277.

EIN 93-1235277

Plan number 001

Plan year 2024

ACK ID 20250528160500NAL0012384160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mustard Financial Services Inc.'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 MUSTARD FINANCIAL SERVICES 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