How big is MFD Advisory, LLC's plan?

MFD Advisory, LLC's plan reported $193K in assets and 3 participants for 2025.

Original filing (PDF)20260504220756NAL0000368656098

MFD Advisory, LLC

Name: MFD Advisory, LLC — MFD Advisory 401(k) Plan, Form 5500 (2025)
Creator: MFD Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MFD Advisory 401(k) Plan

401(k) retirement plan · MFD Advisory, LLC's MFD Advisory 401(k) Plan held $193K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Elantha Barry signed MFD Advisory, LLC'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

MFD Advisory, LLC's EIN is 93-2235817.

EIN 93-2235817

Plan number 001

Plan year 2025

ACK ID 20260504220756NAL0000368656098

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MFD Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MFD Advisory, LLC'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 MFD ADVISORY, LLC.

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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