How big is M G Financial LLC's plan?

M G Financial LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250422145549NAL0002396819001

M G Financial LLC

Name: M G Financial LLC — M G Financial LLC 401(k) Plan, Form 5500 (2024)
Creator: M G Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M G Financial LLC 401(k) Plan

401(k) retirement plan · M G Financial LLC's M G Financial LLC 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Mary Gilligan signed M G Financial LLC's 2024 Form 5500 as plan administrator.

Mary Gilligan — 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

M G Financial LLC's EIN is 04-3535477.

EIN 04-3535477

Plan number 001

Plan year 2024

ACK ID 20250422145549NAL0002396819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M G Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M G Financial LLC'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 M G FINANCIAL 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

M G FINANCIAL LLC

EIN

all filings

Address

30 BRAINTREE HILL OFFICE PARK, STE. · BRAINTREE, MA · 02184

Phone

(877) 253-9020

Industry

Finance & Insurance

Plan administrator