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Sponsor portfolio

MLR FINANCIAL CONSULTING, LLC

EIN 87-4323241-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$471K assets
Welfare
0
Participants
4
1316 DEBARR ST - LOUISVILLE, KY 40204502-640-1368
Plans on this EIN
2 filings
#002CashBalance-$329K - 2 part#001401k-$142K - 2 part

Retirement portfolio analytics

2 plans aggregated / $471K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PENSION (#002)70%
  • CONSULTING, LLC 401(K) (#001)30%
Total $471KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)2
  • CONSULTING, LLC 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MLR FINANCIAL CONSULTING, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$329K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MLR FINANCIAL CONSULTING, LLC 401(K) PLAN

401k

Assets$142K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MLR FINANCIAL CONSULTING, LLC CASH BALANCE PENSION PLANCashBalance$329K22025
001MLR FINANCIAL CONSULTING, LLC 401(K) PLAN401k$142K22024
Retirement plans
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