How big is McLellan Marketing Group, Ltd.'s plan?

McLellan Marketing Group, Ltd.'s plan reported $654K in assets and 5 participants for 2022.

Original filing (PDF)20241002115137NAL0004763619001

McLellan Marketing Group, Ltd.

Name: McLellan Marketing Group, Ltd. — MMG 401(k) Plan, Form 5500 (2022)
Creator: McLellan Marketing Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MMG 401(k) Plan

401(k) retirement plan · McLellan Marketing Group, Ltd.'s MMG 401(k) Plan held $654K in plan assets for 5 participants in 2022.

Signals · 2

Late filing · 10.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

People on this filing

TARA Evans, for TAG Resources signed McLellan Marketing Group, Ltd.'s 2022 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

McLellan Marketing Group, Ltd.'s EIN is 75-3086011.

EIN 75-3086011

Plan number 001

Plan year 2022

ACK ID 20241002115137NAL0004763619001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for McLellan Marketing Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

McLellan Marketing Group, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off