How big is Mid Atlantic Financial LLC's plan?

Mid Atlantic Financial LLC's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250722124522NAL0001230307001

Mid Atlantic Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Mid Atlantic Retirement Benefit Plan

401(k) retirement plan · Mid Atlantic Financial LLC's Mid Atlantic Retirement Benefit Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Gregg Mantz signed Mid Atlantic Financial LLC's 2024 Form 5500 as plan administrator.

Gregg Mantz — 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

Mid Atlantic Financial LLC's EIN is 20-2881067.

EIN 20-2881067

Plan number 001

Plan year 2024

ACK ID 20250722124522NAL0001230307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mid Atlantic 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 MID ATLANTIC 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