How big is Mason-Dixon Planning Group, LLC's plan?

Mason-Dixon Planning Group, LLC's plan reported $927K in assets and 3 participants for 2024.

Original filing (PDF)20250926092025NAL0011621363001

Mason-Dixon Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Mason-Dixon Planning Group, LLC 401(k) Plan & Trust

401(k) retirement plan · Mason-Dixon Planning Group, LLC's Mason-Dixon Planning Group, LLC 401(k) Plan & Trust held $927K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan identifiers

Mason-Dixon Planning Group, LLC's EIN is 45-5391628.

EIN 45-5391628

Plan number 001

Plan year 2024

ACK ID 20250926092025NAL0011621363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mason-Dixon Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mason-Dixon Planning Group, LLC'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 MASON-DIXON PLANNING 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