How big is MFO Management Company's plan?

MFO Management Company's plan reported $12.1M in assets and 16 participants for 2024.

Original filing (PDF)20250618092601NAL0005963058001

MFO Management Company

Name: MFO Management Company — MFO Management Company, Form 5500 (2024)
Creator: MFO Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MFO Management Company Retirement Plan

401(k) retirement plan · MFO Management Company's MFO Management Company Retirement Plan held $12.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

People on this filing

Gregory M. Taunton signed MFO Management Company's 2024 Form 5500 as plan administrator.

Gregory M. Taunton — 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

MFO Management Company's EIN is 38-2134833.

EIN 38-2134833

Plan number 002

Plan year 2024

ACK ID 20250618092601NAL0005963058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MFO Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MFO Management Company'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 MFO MANAGEMENT COMPANY.

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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

Knocking points off