How big is MSM Advisors, LLC's plan?

MSM Advisors, LLC's plan reported $363K in assets and 3 participants for 2025.

Original filing (PDF)20260406220240NAL0010706850087

MSM Advisors, LLC

Name: MSM Advisors, LLC — MSM Advisors 401(k) Plan, Form 5500 (2025)
Creator: MSM Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MSM Advisors 401(k) Plan

401(k) retirement plan · MSM Advisors, LLC's MSM Advisors 401(k) Plan held $363K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

Plan identifiers

MSM Advisors, LLC's EIN is 47-4441241.

EIN 47-4441241

Plan number 001

Plan year 2025

ACK ID 20260406220240NAL0010706850087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MSM Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MSM Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MSM ADVISORS, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MSM ADVISORS, LLC

EIN

all filings

Address

1755 NORTH BROWN ROAD · SUITE #200 · LAWRENCEVILLE, GA · 30043

Phone

(678) 804-5530

Industry

CPA Offices· Professional & Technical Services

Plan administrator