Alexandria Gonzalez signed Medallion Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medallion Financial Corp.'s EIN is 11-2523716.
Download the official 2024 Form 5500 (PDF) for Medallion Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medallion Financial Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $30K | — |
| ALLIANT INSURANCE SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF AMRCN BAL R6 | Mutual Funds | — | — | $3.7M | 15.2% | |
| VANGUARD 500 INDEX ADM | Mutual Funds | — | — | $3.4M | 14.2% | |
| Variable Annuties LARGE-CAP GR/ JPM INV MGMT | Other securities | — | — | $3.2M | 13.1% | |
| JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.2M | 13.1% | |
| Fixed Annuties GUARANTEED INCOME FUND | Other securities | — | — | $2.8M | 11.4% | |
| AF EUROPACIFIC GR R6 | Mutual Funds | — | — | $2.0M | 8.4% | |
| JP MORGAN US EQUITY R6 | Mutual Funds | — | — | $1.7M | 7.1% | |
| VANGUARD MID-CAP IDX FD - ADM | Mutual Funds | — | — | $1.7M | 6.9% | |
| PGIM TOTAL RETURN BOND R6 | Mutual Funds | — | — | $1.0M | 4.2% | |
| MFS VALUE R6 | Mutual Funds | — | — | $746K | 3.1% | |
| AF NEW PERSPECTIVE R6 | Mutual Funds | — | — | $728K | 3.0% | |
| VANGUARD SMALL-CAP IDX ADM | Mutual Funds | — | — | $690K | 2.9% | |
| JANUS HENDERSON ENTERPRISES N | Mutual Funds | — | — | $632K | 2.6% | |
| ALL SPECIAL MID-CAP VL R6 | Mutual Funds | — | — | $612K | 2.5% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $529K | 2.2% | |
| LORD ABBETT GROWTH LEADERS R6 188 * Mutual Fund MFS NEW DISCOVERY R6 | Mutual Funds | — | — | $328K | 1.4% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $151K | 0.6% | |
| BR MID-CAP GROWTH EQUITY K | Mutual Funds | — | — | $56K | 0.2% | |
| LCG JP MORGAN INV MGMT EMPOWER RETIRENT INS. · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $8K |
| — |
