How big is Meeks Financial Group, LLC's plan?

Meeks Financial Group, LLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250828104927NAL0005498147001

Meeks Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Meeks Financial Group, LLC 401(k) Plan

401(k) retirement plan · Meeks Financial Group, LLC's Meeks Financial Group, LLC 401(k) Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kelly Lancaster signed Meeks Financial Group, LLC's 2024 Form 5500 as plan administrator.

Kelly Lancaster — 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

Meeks Financial Group, LLC's EIN is 27-1384183.

EIN 27-1384183

Plan number 001

Plan year 2024

ACK ID 20250828104927NAL0005498147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meeks Financial 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 MEEKS FINANCIAL GROUP, 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

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 (90th percentile).

Plan sponsor

Name

MEEKS FINANCIAL GROUP, LLC

EIN

all filings

Address

1770 KIRBY PARKWAY, SUITE 400 · MEMPHIS, TN · 38138

Phone

(901) 761-7794

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator