How big is Megent Financial's plan?

Megent Financial's plan reported $1.6M in assets and 19 participants for 2025.

Original filing (PDF)20260513091319NAL0014972658001

Megent Financial

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

Form 5500-SF

FILING_RECEIVED

Megent Financial 401(k) Plan

401(k) retirement plan · Megent Financial's Megent Financial 401(k) Plan held $1.6M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

MS. LORI Whittingham signed Megent Financial's 2025 Form 5500 as plan administrator.

MS. LORI Whittingham — 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

Megent Financial's EIN is 36-4253447.

EIN 36-4253447

Plan number 001

Plan year 2025

ACK ID 20260513091319NAL0014972658001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Megent Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Megent Financial'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 MEGENT FINANCIAL.

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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