How big is MDM Group, LLC's plan?

MDM Group, LLC's plan reported $1.6M in assets and 13 participants for 2025.

Original filing (PDF)20260310111256NAL0003943971001

MDM Group, LLC

Name: MDM Group, LLC — MDM Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: MDM Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MDM Group, LLC 401(k) Plan

401(k) retirement plan · MDM Group, LLC's MDM Group, LLC 401(k) Plan held $1.6M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

MDM Group, LLC's EIN is 33-4771911.

EIN 33-4771911

Plan number 001

Plan year 2025

ACK ID 20260310111256NAL0003943971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MDM Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MDM 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 MDM 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.

Plan sponsor

Name

MDM GROUP, LLC

EIN

all filings

Address

10701 W. RESEARCH DRIVE, #200 · WAUWATOSA, WI · 53226

Phone

(414) 271-3242

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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