How big is Messina Group's plan?

Messina Group's plan reported $1.3M in assets and 46 participants for 2024.

Original filing (PDF)20251010112219NAL0004180595001

Messina Group

Name: Messina Group — Messina Group 401(k) Plan, Form 5500 (2024)
Creator: Messina Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Messina Group 401(k) Plan

Defined-contribution retirement plan · Messina Group's Messina Group 401(k) Plan held $1.3M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Richard Tatum signed Messina Group's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Messina Group's EIN is 46-2861795.

EIN 46-2861795

Plan number 001

Plan year 2024

ACK ID 20251010112219NAL0004180595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Messina Group's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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.

Plan sponsor

Name

MESSINA GROUP

EIN

all filings

Address

8755 WEST HIGGINS ROAD, SUITE 250 · CHICAGO, IL · 60631

Phone

(847) 710-0826

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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