Retirement plan

MK FINANCIAL GROUP, INC. SAVINGS & RETIREMENT PLAN

Name: MK FINANCIAL GROUP, INC. - MK FINANCIAL GROUP, INC. SAVINGS & RETIREMENT PLAN (2025) Form 5500
Creator: MK FINANCIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MK FINANCIAL GROUP, INC. SAVINGS & RETIREMENT PLAN, MK FINANCIAL GROUP, INC.

MK FINANCIAL GROUP, INC.EIN 39-1775021Plan #002PY 2025

19265 W CAPITOL DR, SUITE 200 - BROOKFIELD, WI 530452740262-789-0450LinkedIn1-10 employeesinvestment banking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$396K

+16.6% from 2024

Total participants

0.0% from 2024

Average account balance

$132,042

+16.6% from 2024

Annual return

14.50%

+4.11 pp from 2024

Benchmarks

See 7,670 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort7,670 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$132K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$606

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$1817 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.459%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,042

$275,752-52.1%

$256,809-48.6%

$198,609-33.5%

Participation rate

100.0%

89.2%+10.8pp

88.5%+11.5pp

82.4%+17.6pp

Annual return

14.50%

34.81%-20.3pp

32.73%-18.2pp

202.70%-188.2pp

Employer contribution / active EE

$1,950

$7,721-74.7%

$7,263-73.2%

$5,055-61.4%

Participant deferral / active EE

$5,200

$10,037-48.2%

$9,520-45.4%

$6,977-25.5%

Admin fee / account holder

$606

$25,716-97.6%

$25,146-97.6%

$19,030-96.8%

MK FINANCIAL GROUP, INC. SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MK FINANCIAL GROUP, INC. SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion