How big is M1 Financial Group LLC's plan?

M1 Financial Group LLC's plan reported $5.0M in assets and 7 participants for 2024.

Original filing (PDF)20250806124113NAL0001704211001

M1 Financial Group LLC

Name: M1 Financial Group LLC — M1 Financial Group LLC, Form 5500 (2024)
Creator: M1 Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M1 Financial Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · M1 Financial Group LLC's M1 Financial Group LLC 401(k) Profit Sharing Plan held $5.0M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

M1 Financial Group LLC's EIN is 11-3567527.

EIN 11-3567527

Plan number 001

Plan year 2024

ACK ID 20250806124113NAL0001704211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M1 Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M1 Financial Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M1 FINANCIAL 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