Original filing (PDF)20250717115134NAL0000363538002

MADISON FINANCIAL ADVISORS, LTD. DBA MADISON WEALTH MANAGEMENT

Name: MADISON FINANCIAL ADVISORS, LTD. DBA MADISON WEALTH MANAGEMENT — MADISON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MADISON FINANCIAL ADVISORS, LTD. DBA MADISON WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

MADISON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MADISON FINANCIAL ADVISORS, LTD. DBA MADISON WEALTH MANAGEMENT.

Plan sponsor

Name

MADISON FINANCIAL ADVISORS, LTD. DBA MADISON WEALTH MANAGEMENT

EIN

31-1725548all filings

Address

7755 MONTGOMERY RD SUITE 510 · CINCINNATI, OH · 45236

Phone

(513) 871-4555

Industry

Finance & Insurancesee all

Plan administrator