How big is Madison Financial Holdings Group, LLC's plan?

Madison Financial Holdings Group, LLC's plan reported $1.9M in assets and 52 participants for 2024.

Original filing (PDF)20250930115207NAL0011627649001

Madison Financial Holdings Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Madison Financial Holdings Group 401(k) Plan

401(k) retirement plan · Madison Financial Holdings Group, LLC's Madison Financial Holdings Group 401(k) Plan held $1.9M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Madison Financial Holdings Group, LLC's EIN is 20-5215974.

EIN 20-5215974

Plan number 001

Plan year 2024

ACK ID 20250930115207NAL0011627649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Madison Financial Holdings 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 MADISON FINANCIAL HOLDINGS GROUP, LLC.

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Plan health score

Above-average plan

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