How big is The Madison Group, LLC's plan?

The Madison Group, LLC's plan reported $629K in assets and 6 participants for 2024.

Original filing (PDF)20250925095050NAL0009032160001

The Madison Group, LLC

Name: The Madison Group, LLC — The Madison Group, LLC, Form 5500 (2024)
Creator: The Madison Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Madison Group, LLC 401(k) Plan

401(k) retirement plan · The Madison Group, LLC's The Madison Group, LLC 401(k) Plan held $629K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

Marissa Lorenzetti signed The Madison Group, LLC's 2024 Form 5500 as plan administrator.

Marissa Lorenzetti — 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

The Madison Group, LLC's EIN is 06-1704450.

EIN 06-1704450

Plan number 001

Plan year 2024

ACK ID 20250925095050NAL0009032160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Madison Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Madison Group, 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 THE MADISON GROUP, 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