How big is Migdal or Advising Group LLC's plan?

Migdal or Advising Group LLC's plan reported $132K in assets and 1 participants for 2024.

Original filing (PDF)20251014145026NAL0001532739001

Migdal or Advising Group LLC

Name: Migdal or Advising Group LLC — Form 5500 (2024)
Creator: Migdal or Advising Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Migdal or Advising Group LLC held $132K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Raquel Salem signed Migdal or Advising Group LLC's 2024 Form 5500 as plan administrator.

Raquel Salem — 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

Migdal or Advising Group LLC's EIN is 47-2093122.

EIN 47-2093122

Plan number 001

Plan year 2024

ACK ID 20251014145026NAL0001532739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Migdal or Advising 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 MIGDAL OR ADVISING 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

MIGDAL OR ADVISING GROUP LLC

EIN

all filings

Address

20900 NE 30TH AVE · SUITE 310 · AVENTURA, FL · 33180

Phone

(917) 574-0805

Industry

Finance & Insurance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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