How big is Medallion Partners, Inc.'s plan?

Medallion Partners, Inc.'s plan reported $2.9M in assets and 14 participants for 2024.

Original filing (PDF)20250911084759NAL0000453026001

Medallion Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Medallion Partners, Inc. 401(k) Plan

401(k) retirement plan · Medallion Partners, Inc.'s Medallion Partners, Inc. 401(k) Plan held $2.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Thomas Bratton signed Medallion Partners, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Bratton — 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 Partners, Inc.'s EIN is 20-8955693.

EIN 20-8955693

Plan number 001

Plan year 2024

ACK ID 20250911084759NAL0000453026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Medallion Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDALLION PARTNERS, INC..

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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