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Original filing (PDF)20250908090647NAL0011836611001
MADISON ACQUISITION GROUP LLC
Form 5500
FILING_RECEIVED
MADISON ACQUISITION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
895
Accounts w/ balance
1,851
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)]" is 100% of plan.
- 64 bps in Schedule C fees — 120% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON ACQUISITION GROUP LLC.
Plan sponsor
Name
MADISON ACQUISITION GROUP LLC
EIN
27-1109369
Address
35 MONTAUK HWY · SOUTHAMPTON, NY · 119684122
Phone
(631) 283-0888
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEINER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $85K | — |
Investments
1 pooled fund· $840K(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY CIT III FOR METLIFE GROU WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $840K | 4.3% |
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