How big is M3 Investment Group LLC's plan?

M3 Investment Group LLC's plan reported $21.7M in assets and 31 participants for 2024.

Original filing (PDF)20250911194943NAL0000657312001

M3 Investment Group LLC

Name: M3 Investment Group LLC — M3 Investment Group LLC, Form 5500 (2024)
Creator: M3 Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M3 Investment Group LLC 401(k) Savings Plan

401(k) retirement plan · M3 Investment Group LLC's M3 Investment Group LLC 401(k) Savings Plan held $21.7M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

People on this filing

Courtney Britt signed M3 Investment Group LLC's 2024 Form 5500 as plan administrator.

Courtney Britt — 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

M3 Investment Group LLC's EIN is 36-4405876.

EIN 36-4405876

Plan number 001

Plan year 2024

ACK ID 20250911194943NAL0000657312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M3 Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M3 Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M3 INVESTMENT 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