How big is Medallion Associates Ltd.'s plan?

Medallion Associates Ltd.'s plan reported $7.9M in assets and 17 participants for 2024.

Original filing (PDF)20260105134219NAL0005816403001

Medallion Associates Ltd.

Name: Medallion Associates Ltd. — Medallion Associates, Form 5500 (2024)
Creator: Medallion Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medallion Associates, Ltd. Employees Profit Sharing Plan

401(k) retirement plan · Medallion Associates Ltd.'s Medallion Associates, Ltd. Employees Profit Sharing Plan held $7.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Therese D. Daves signed Medallion Associates Ltd.'s 2024 Form 5500 as plan administrator.

Therese D. Daves — 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

Medallion Associates Ltd.'s EIN is 13-1984353.

EIN 13-1984353

Plan number 002

Plan year 2024

ACK ID 20260105134219NAL0005816403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medallion Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medallion Associates Ltd.'s plan includes profit-sharing, 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 MEDALLION ASSOCIATES LTD..

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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 (89th percentile).

Plan sponsor

Name

MEDALLION ASSOCIATES LTD.

EIN

all filings

Address

5 UNION SQUARE WEST · SUITE 1110 · NEW YORK, NY · 10003

Phone

(212) 929-9130

Industry

Professional & Technical Services

Plan administrator