How big is The MAM Group, LLC's plan?

The MAM Group, LLC's plan reported $1.4M in assets and 8 participants for 2025.

Original filing (PDF)20260416132629NAL0036986242003

The MAM Group, LLC

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

Form 5500-SF

FILING_RECEIVED

AMG Wealth Advisors 401(k) Plan

401(k) retirement plan · The MAM Group, LLC's AMG Wealth Advisors 401(k) Plan held $1.4M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

LORI Morris signed The MAM Group, LLC's 2025 Form 5500 as plan administrator.

LORI Morris — 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

The MAM Group, LLC's EIN is 35-2625861.

EIN 35-2625861

Plan number 001

Plan year 2025

ACK ID 20260416132629NAL0036986242003

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The MAM Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MAM 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