Original filing (PDF)20250825155231NAL0003962643001

THE MUMFORD GROUP, PC

Name: THE MUMFORD GROUP, PC — THE MUMFORD GROUP 401K PLAN, Form 5500 (2024)
Creator: THE MUMFORD GROUP, PC

Form 5500-SF

FILING_RECEIVED

THE MUMFORD GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

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.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE MUMFORD GROUP, PC

EIN

45-5314341all filings

Address

80 N. MAIN STREET · BOUNTIFUL, UT · 84010

Phone

(801) 928-2530

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